Browse our news section to find out more about what we’re doing in the financial wellbeing space.

We also share updates on any finance industry news as well as personal money matters.

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Pros and cons of the 95% mortgage deal

Several major mortgage lenders are taking part in a Government guarantee scheme, where house-hunting people can gain access to 95% mortgages. The scheme, which is due to run until mid-2025, has been designed to increase the number of deals that are available for want-to-be homeowners with a low deposit or limited equity. However, these should […]

A quarter of UK population will soon be aged over 65 – but is their later life mapped out?

Soon, 25% of the UK population will be aged over age 65. Many of those people will live another 20 or 30 years, so it is important that help, guidance and financial advice is easily accessible so they can navigate the complex world of pensions, tax, income and legacy planning with clarity and confidence. This […]

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Don’t lose sight of your staff’s wellbeing

During the current cost-of-living crisis employers are being urged to not lose sight of the wellbeing of their workforce. Indeed, the importance of an employee’s financial wellbeing cannot be underestimated. At Lifetime we know just how vital it is, and we have the statistics and benchmarking to prove it. For example: Over 90% of employers […]

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Ten things to think about and act upon before end of tax year

The current tax year ends on Friday (April 5th). Here are 10 things that are worth thinking about – and acting upon. Have you maximised your pension contributions? Have you considered making a pension contribution for a child or grandchild? Have you used your annual ISA allowance? £20,000 per adult. Could you use your annual […]

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This Easter make sure you hatch a plan for your own tidy nest egg!

Happy Easter everyone! While this weekend the children and grandchildren might well be busy hunting for colourful eggs and devouring chocolate Easter bunnies, it’s also an ideal time to think about getting your finances in order and hatching a plan to ensure your own tidy nest egg for the future. Of course, saving is a […]

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Protect the people you love…

It is vitally important to have the knowledge and ability to make good decisions that will protect your family and loved ones if there is an unexpected/untimely death, illness or accident. For example, if you or your partner were unable to work would your household expenditure be covered? Lifetime’s specialists work with you to answer […]

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Debt can affect how we feel, think and act

Debt can happen to anyone. It is how we deal with it that can have a major impact on our lives. Owing money can be stressful. It can make us anxious and affect our mental wellbeing, as well as our financial wellbeing. This year’s Debt Awareness Week runs from 18th to 24th March – and we […]

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It is important to acknowledge how you feel about money

Sometimes we may feel angry or jealous that other people spend money on things we want but can’t afford. When that feeling occurs why not try and consider these points: Try and avoid making purchases when you’re angry or jealous, especially if it simply to try and impress others Listen to your friends or family. […]

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How the Spring Budget affects you and your finances

The Chancellor of the Exchequer Jeremy Hunt delivered his Spring Budget to the House of Commons this afternoon (March 6th). Let’s have a quick look at how his decisions may affect you and your finances. As widely anticipated, Mr Hunt’s key announcement was a further 2% cut in National Insurance for working people and the […]

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Is employee wellbeing on your agenda? Here’s what could be achieved!

The success of our recent ‘Ways to Wellbeing ‘conference at Winstanley House, Leicester once again emphasised that looking after employees should be right at the top of any organisation’s agenda. Introducing financial wellness programmes in the workplace is a crucial element in supporting stressed employees who are facing money challenges. Here are 10 ways that […]

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Ways to Wellbeing conference puts workforce at centre of the conversation!

The Lifetime-organised Ways to Wellbeing conference on Wednesday, February 28th proved to be a big hit! The event, at Winstanley House, Leicester, was aimed at enhancing and elevating employee wellbeing and engagement, and showcased relevant and interesting topics from speakers who are experts from the fields of financial wellbeing, mental health and nutrition. Delegates attending […]

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April price cap cut to bring some welcome relief to millions of UK households

A bit of good news is coming for millions of UK households this April. The typical annual energy bill will fall 12.3% to the lowest for two years, under the new price cap set by the regulator, Ofgem. The price cap, arranged for April until June, will be £1,690, a drop of £238 a year […]

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Financial planning video from Lifetime ‘opened up my eyes’ says worker

Lifetime’s digital coaches help employees, families, couples and individuals get to grips with their personal finances. They play a huge role in promoting the importance of financial education and financial wellbeing – and their efforts can often prove to be life-changing! And as such we just wanted to share this lovely testimonial we’ve had from […]

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Estimated income required for retirement continues to rise

The hope is that a pension can provide you with the comfortable retirement you strive for. You don’t want you to get to retirement and not find the joys in life, you want you to get to retirement and live some of your very best years. And yet…according to The Pensions and Lifetime Savings Association […]

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Different attitudes between generations when it comes to funding retirement

A third of ‘Gen Z’ – people born in or later than 1996 – believe property will be their main source of wealth in retirement. That’s according to the latest research from according to research from life assurance, pensions and long-terms savings company Standard Life. Their ‘Retirement Voice’ report revealed different attitudes between generations when it […]

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Grab the chance to discover important ways to workplace wellbeing

As a seasoned financial wellbeing organisation, Lifetime is always looking at innovative ways of helping employers support their staff. That’s why we are delighted to have organised the ‘Ways to Wellbeing’ conference on February 28. The event brings together a group of experts who will focus on all all the positive strategies you can put […]

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Family finance tips for health, happiness and harmony!

Making time or even plucking up the courage to have a conversation about money and long-term goals can often be difficult, and most family units face serious challenges when it comes to dealing with money. Numerous research studies have shown that finance is among the top reasons why couples argue. Disagreements occur over how to […]

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Press coverage for what’s App-enning at Lifetime!

Delivering a holistic financial wellbeing service to as many people as possible. That’s our mission. We are passionate about it. Having the necessary financial education can make such a difference! So we were delighted (and proud) to discover that The Yorkshire Post were keen to do a detailed report on what we are doing, that was published […]

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Mortgage lenders begin 2024 by cutting rates but millions of UK households still face rise in repayments

The average rate on a two-year fixed mortgage has fallen to its lowest level for nearly seven months, as lenders compete for custom. Financial information service Moneyfacts said the average rate had fallen from 5.92% to 5.87% in a day. Major lenders, such as the Halifax and HSBC, have begun 2024 with rate cuts, in […]

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Make your financial health a priority in 2024!

The first month of a new year is a great time to make a real effort to look after your own wellbeing – and that includes your financial health! You won’t be alone if you have made a few resolutions for the next 12 months or so. Lots of people will be in that frame […]

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Here’s wishing you a very happy Christmas – and a wonderful New Year!

Today is our last day before breaking up for the festive season, and all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year! For many it has been another tough year, with a number of things playing havoc with our emotional and financial wellbeing. […]

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Have you got Christmas covered?

The festive season is no longer on the horizon, it is almost here! It is a time of excitement, for young and old. Yet according to a new study by professional services organisation KPMG, over a third of UK consumers are planning to cut back on their Christmas gift spending. That is being put down […]

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Financial wellbeing goes hand in hand with stability

Financial wellbeing goes hand in hand with stability. And both are crucial when it comes to the workplace. They go a long, long way to helping people do their best work. They bring peace of mind, can boost confidence, and can propel productivity. Good leadership – and the determination and clear sightedness to put an […]

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The Government’s Autumn Statement – what does it all mean?

The Chancellor of the Exchequer Jeremy Hunt has claimed that the government’s economic plan ‘is working’, but that the work is by no means done. Mr Hunt delivered his Autumn Statement to the House of Commons on Thursday afternoon (November 22) and appeared eager to tell his fellow MPs that the tide was turning in […]

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Lifetime shortlisted for Best Financial Wellbeing Service Provider

Lifetime has been shortlisted for another wellbeing award! The organisation is thrilled to be nominated for Best Financial Wellbeing Initiative 2023-24 in the Great British Workplace Wellbeing Awards. Employee engagement and wellness are rightly taking centre stage in the business world – and these prestigious awards, which have a number of different categories, recognises the […]

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Talking with a finance professional can help boost your wellbeing and happiness

November 6th 2023 is the start of this year’s #talkmoneyweek – and we want to highlight the importance of talking with a professional about your finances, so that you can be in control of your finances, and not the other way around! Financial wellbeing is essential for a happy and fulfilling future. It gives you […]

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The importance of alleviating stress in the workplace

Today is National Stress Awareness Day! And we’d like to highlight the importance of helping alleviate stress in the workplace.  Even in the most upbeat company cultures and environments, staff can still get stressed out about their personal finances. Don’t underestimate the impact of a compassionate approach! Learn how an innovative wellbeing initiative can address […]

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What are your priorities when it comes to your money

Two of the biggest things that financial planning can give you is clarity and understanding. And understanding your needs versus wants is important. The distinction between what you want and what you need is key. It is okay to buy the things you need, but when it comes to things that you only want, then […]

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Menopause can often have a negative affect and impact on a person’s financial wellbeing and security

Today is #worldmenopauseday – and we’d like to highlight how the menopause can often have an affect on someone’s finances. Menopause is a natural change in the balance of the body’s hormones that comes with age, but despite the millions of workers affected – indeed roughly 50% of the population – it can be misunderstood […]

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Join free webinar and discover ways of unlocking wellbeing in your workplace

  Employees who are financially stressed are more likely to experience health problems, mental health issues, and absenteeism. They are also less likely to be focused and motivated at work.  This forthcoming webinar by Lifetime is designed to help employers understand the benefits of investing in financial wellness for their employees.  In this webinar, you […]

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More sick days being taken by UK workers than at any time in last 10 years

UK workers are taking more sick days than at any point in the last 10 years, research by the Chartered Institute for Personnel and Development (CIPD) suggests. Staff took on average 7.8 sick days in the past year, according to the CIPD. That statistic is up from 5.8 days before the Covid-19 pandemic. The CIPD […]

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Having a financial plan can change your whole outlook on life

Welcome to World Financial Planning Day 2023! With many parts of the world, including the UK, experiencing economic strain and a seemingly constant battle with the cost of living, it is becoming more and more important to emphasise the positivity and wellbeing a flexible financial plan can bring to someone’s life. World Financial Planning Day […]

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Knife-edge decision sees Bank Of England keep interest base rate at 5.25%

The Bank of England today (Thursday, September 21st) chose to leave the UK’s interest rates unchanged at 5.25%. The Bank (BOE) had previously raised rates 14 times in a row, in a battle to bring down inflation. That had led to increases in mortgage payments, but also higher savings rates. It was tipped as being […]

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Making the right decisions that will bring protection for your loved ones

It is vitally important to have the knowledge and ability to make good decisions that will protect your family and loved ones if there is an unexpected/untimely death, illness or accident. For example, if you or your partner were unable to work would your household expenditure be covered? Lifetime’s specialists work with you to answer […]

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How to bring about a happier, healthier and more financially aware workforce

Even in the most upbeat company cultures and environments, staff can still get stressed out about their personal finances. When employees can’t focus on work due to the financial strain and worry they are under, it is not only they who suffer. Employers pay the price too, particularly when it comes to motivation, concentration and […]

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A financial plan; what is it, why it’s important and how can you get one

Finance professionals and experts often talk about having ‘a financial plan’. But just what is it? Why is it so important? And how can you get one? Well, the first thing to point out is that money is an important subject. It often plays a crucial part in how you live your life, now and […]

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Rise in money-related health issues

The latest research shows that half of doctors and other health and care professionals are reporting a rise in money-related health issues. And yet the majority of those dedicated health and care professionals feel they are unequipped to have such financial conversations with the patients affected. While they are tremendously talented and highly skilled in […]

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Lifetime attend Vivup Benefits Day to promote wellbeing in the workplace

Members of the Lifetime team attended the Vivup Benefits Day in Birmingham on Thursday (August 3rd). Our COO Andy Wealthall, along with colleagues Sarah Kewley and Georgia Ryder, were at the Lifetime stand, talking about the importance of financial wellbeing and education within the workplace. Andy also delivered a presentation explaining how Lifetime’s financial wellbeing […]

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Bank of England raises interest base rate by a further 0.25%

The UK’s interest rate has today (Thursday, August 3rd) been raised a further 0.25% by the Bank of England (BOE), to a new level of 5.25%. It is the 14th hike in a row and the last time the base rate was this high was over 15 years ago, back in April 2008. The reason […]

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Taking the high road for the people who need us

Taking the high road. As a financial services company, we have always championed the importance of putting customers first. Indeed, our core values are geared towards delivering the very best service we can for the people who ask for our help. We stand by the line: “If it’s not right for the client, then it’s […]

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Finding solutions for poor financial wellbeing

It is frightening when you see the damage that can result from poor financial wellbeing. We’ve seen it. That’s why we are passionate about delivering a solution. Wellbeing in the workplace is a hot topic. Employees are seeking help, and inaction is simply not an option anymore. A holistic financial wellbeing programme, established deep into […]

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Lifetime shortlisted in three categories for this year’s prestigious Workplace Savings and Benefits Awards

Lifetime is thrilled to have been shortlisted in three categories for this year’s Workplace Savings and Benefits Awards. The accolades, which recognise both employer and provider excellence, attracts many of the best and biggest organisations in the UK, as well as the most innovative, and the whole team at Lifetime are proud to have been […]

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There are clear benefits to workplace stability and wellbeing

Financial wellbeing goes hand in hand with stability. And both are crucial when it comes to the workplace. They go a long, long way to helping people do their best work. They bring peace of mind, can boost confidence, and can propel productivity. Employers need to be focused on helping their employees when it comes […]

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Unlucky 13 for many UK mortgage holders as interest rates continue to climb

It is unlucky 13 for some! At lunchtime on Thursday (June 22nd) the Bank of England (BoE) raised interest rates for the 13th time in a row. That was expected, but what did come as something of a surprise (and a pretty nasty one for those people on a variable rate mortgage) is that the […]

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Protection pay outs reached record high last year – but just what is protection insurance?

The total amount of protection pay outs for both individual and group protection policies hit £6.85bn in 2022, according to the Association of British Insurers (ABI) and industry body Group Risk Development (GRiD). This is a relatively small increase from the previous record £6.8bn of pay outs by protection providers in 2021. Overall, providers paid […]

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Energy regulator announces July lowering of price cap

Around 27 million UK households can expect a modest drop in their energy bills from July, after the regulator Ofgem announced a lowering of the price cap. When the change comes into effect this summer people will see their average gas and electricity bills fall from the £2,500 a year level set by the government’s […]

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A look at deposit-free mortgages

For those people who are renting and struggling to save a cash deposit for a home, getting a mortgage can often seem like an absolute pipedream. However, the recent reintroduction of deposit-free deals could turn those dreams into reality. Deposit-free mortgages where there is no financial guarantor necessary have become available for the first time […]

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New report indicates millions of UK adults are struggling financially

More than 10 million adults in the UK are currently struggling with their bills. People are admitting to purposely eating less, cancelling insurance policies, using their savings to pay for fuel and food, cancelling any memberships they have, such as the gym, and obtaining credit, a study undertaken by the Financial Conduct Authority (FCA) has […]

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Clear links between financial health and mental health

Today is the start of #MentalHealthAwarenessWeek2023. Talking about things that trouble you may help. But making people feel comfortable enough to talk is difficult. We fully appreciate that. Especially when the subject matter is deeply personal. However, over the last few years there has been huge progress when it comes to addressing the stigma associated with […]

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The pros and cons of buy now pay later schemes

The Financial Conduct Authority (FCA) has consistently warned companies who offer ‘buy now pay later’ schemes that they must regularly warn consumers of the risk of debt. Failure to do so would be ‘misleading’ and at worst be a breach of regulatory rules, according to the FCA. Platforms such as Klarna, Clearpay and Laybuy have […]

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Lifetime’s fun-packed, activity-filled wellbeing event goes down a storm!

Lifetime are passionate advocates of wellbeing – and as such we are always looking at ways of ensuring that our people, and all those organisations we partner with, feel happy and valued within the workplace. On Wednesday afternoon we put our work commitments to one side for a few hours in order to enjoy a […]

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Experts eager deliver food for thought when it comes to wellbeing at work!

There is an in-person event coming up in a few months time that could well pique your interest, where there will be informative talks delivering plenty of food for thought! Passionate about helping organisations create thriving, vibrant workplaces, a group of experts are coming together to focus on the important topic of wellbeing. The Ways […]

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As a financial wellbeing company, how do we help?

Is your life full of big questions? We can help you find the answers. Not only that, but we’ll guide you towards your goals and ambitions too. As a financial wellbeing company, how do we help? Well, not only do we provide support, tools and financial education so that you can have a full understanding […]

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Be aware! Stress can play havoc with your emotional and financial wellbeing

Stress Awareness Month has been held every April since 1992. The purpose of having such a month is to raise awareness of the causes and possible cures for such a burden on our mental health. Now, let’s face it, it appears that stress is affecting more and more people. We’ve had to endure a fair […]

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An employee’s financial wellbeing cannot be underestimated

During the current cost-of-living crisis employers are being urged to not lose sight of the wellbeing of their workforce. Indeed, the importance of an employee’s financial wellbeing cannot be underestimated. Here at Lifetime we know just how vital it is, and we have the statistics and benchmarking to prove it. For example: 89.15% of employees […]

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Being fully aware of the debt you have – and how you are dealing with it – is so important

Debt can happen to anyone. It is how we deal with it that can have a major impact on our lives. Owing money can be stressful. It can make us anxious and affect our mental wellbeing, as well as our financial wellbeing. This year’s Debt Awareness Week runs from Monday, March 20th to Saturday, March […]

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The Spring Budget – what does it mean for you and your finances?

Getting people into work, and keeping them there for longer, were central themes in the 2023 Spring Budget delivered by Chancellor of the Exchequer Jeremy Hunt to his fellow MPs in the House of Commons on Wednesday (March 15th). The cost of living also remained high on Mr Hunt’s agenda, with households continuing to feel […]

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Colour coordinated Lifetime ladies celebrate International Women’s Day 2023!

A colour coordinated group of Lifetime ladies got together to hold a lunchtime quiz, as they celebrated International Women’s Day 2023. The quiz was won by delighted Client Administration Manager Sheila Lynch. The Lifetime ladies were joined by supportive male colleagues to mark a notable day in the calendar. International Women’s Day is a global […]

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Just what is financial wellbeing?

What is financial wellbeing? Well, according to Google, ‘it is about making the most of your money from day to day, dealing with the unexpected, and being on track for a healthy financial future. In short: being financially resilient, confident and empowered.’ But like anything of this nature, there can be many interpretations of financial […]

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Lifetime webinar on those ‘tough conversations’

We have a new webinar on the way! We have teamed up with Mark Edmondson and Jo “Happiness” Howarth (she/her, anti-racist) to discuss how workplaces can have those tough conversations. Ranging from mental health, illness and financial hardship, our experts want to discuss how you can explore these topics in the workplace. Also featured will be Lifetime’s Commercial […]

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Employees are looking to benefit from financial wellbeing

Employees are looking for help. Inaction is not an option anymore. It is estimated that companies are losing 9-13% of what is spent on payroll, through poor productivity and absenteeism amongst other things. Employers are already faced with quite a few strong headwinds, such as inflation, rising costs, the after-effects of Covid-19 and a challenging […]

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Lifetime nominated for Customer Service in Yorkshire Choice Awards – and need your votes!

Lifetime are thrilled to have been nominated for the 2023 Yorkshire Choice Awards. Celebrating notable achievement in the white rose county, the nominations for the awards represent the most inspirational individuals, local organisations and aspiring entrepreneurs who have made a genuine impact. Lifetime has been nominated for the Customer Service Award, in recognition of our […]

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Bank of England again raise interest rates while households continue to grapple with cost-of-living crisis

Just as oil and gas giant Shell announce record profits, and UK households continue to struggle amid the harsh reality of a historic cost-of-living crisis, the Bank of England (BOE) has raised interest rates for the 10th time in a row. The BOE also admits that the UK economy will ‘fall slightly’ in 2023 but […]

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‘A very useful, high quality and accessible financial wellbeing service that everyone can benefit from’

Financial wellbeing is now recognised as the number one employee workplace benefit in the UK. Perhaps that’s not surprising, given the cost of living crisis and the soaring energy bills that has enveloped the country for the past 12 months or so. It is a crucial workplace offering to have, as employees are conceding that […]

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Your financial priorities often comes down to knowing what is truly important to you

Determining your financial priorities comes down to one critical thing – and that is knowing what is truly important to you. Your money is used as a tool to achieve those life goals. It is all about priorities – and getting the right ones in place, and in the right order. Your goals and ambitions […]

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Guidance and support is available to help you achieve a better money mindset

It’s January, the month of (late) dark mornings and (early) dark nights! It is also Friday, January 13th, with ‘Blue Monday’ just around the corner! Christmas and all those good vibes already seem a lifetime ago. The wet and miserable weather isn’t helping either, especially if you are feeling the chill and want to put […]

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A workplace financial wellbeing service can help employees answer their biggest questions, and face their fears

An employer cannot truly support their employees if they don’t know what help they really need. It is important to spend time ‘taking the temperature’ of your organisation, particularly when it comes to the welfare of your people. In order to fully plan ahead, and have a programme in place that puts employees’ wellbeing at […]

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Make this the year of your financial wellbeing!

The first month of a new year is a great time to make a real effort to look after your own wellbeing – and that includes your financial wellbeing! You won’t be alone if you have made a few resolutions for the next 12 months or so. Lots of people will be in that frame […]

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Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to the ‘big day’, and hopefully finding out that ‘Santa’s been’, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year! It has been a tough year, no doubt about it, with the cost of living crisis playing havoc with […]

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The time has come to make financial wellbeing work for everyone

There is no doubt that financial wellbeing is a benefit for employee and employer alike. That’s why we need to push it to the forefront of the conversation. Right now, as UK households grapple with rising costs, such financial insight, guidance and advice has never been more important. There are plenty of reasons why financial […]

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“Anyone struggling to make their mortgage payments needs to speak to their existing lender as soon as possible”

Mortgage rates climbed throughout 2022, as the Bank of England put up interest rates in their battle to bring down inflation. Those mortgage rates certainly rocketed skyward following Kwasi Kwarteng’s emergency mini-Budget on September 23rd. However, mortgage experts now say that they have stabilised since Jeremy Hunt’s Autumn Statement on November 17th. Fresh data provided […]

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The Government’s Autumn Statement – what does it all mean?

The cost of living is soaring at its fastest rate for 40 years. The latest official figures for the cost of living showed that the annual inflation rate jumped to a 41-year high of 11.1% last month, in large part due to a 90% increase in domestic energy bills and rising food prices. In his […]

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Financial wellbeing is a subject that needs to be embraced – for the good of us all

Financial education plays an important role in helping people. Sadly, this isn’t something that we receive in our days at school, and as a result many people enter adulthood with very little knowledge of money matters. They find themselves having to learn as they go. That may be okay for some people, but not the […]

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Lifetime Employee Survey discovers what money issues your workforce is worrying about

As part of Lifetime’s ongoing efforts to get employees actively engaged with their finances (getting them to talk about their money and fully understand their financial situation), we produce an ‘Employee Survey’. It is used to ‘take the temperature’ of a workforce – and discover just what is on their minds when it comes to […]

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Talking about your money can bring big benefits – and lead to financial wellbeing!

This week is…..#TalkMoneyWeek! It is a week that has been designed to increase awareness about the benefits of talking about money. It aims to try and increase people’s sense of financial wellbeing by encouraging them to open up about their personal finances – from pocket money through to pensions. It is so, so important to […]

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Things we could do to ease stress – including seeking financial guidance!

Today is National Stress Awareness Day (held every year on the first Wednesday in November). Now, let’s face it, we have all had our fair share of stress days in 2022, what with the cost of living crisis and soaring energy and fuel bills. In these turbulent times, many companies and individuals are either wrestling […]

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A pension can play such an important role in your life

This week is #PensionAwarenessWeek. Here at Lifetime we heartily agree it is a subject that needs raising awareness of! Pensions can be a complex subject and we understand the importance a pension can play in someone’s life. Do you know what sort of pension you have? Do you know where your pension is situated? Do you […]

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Lifetime lands county crown as most customer-focused financial advisory firm

Lifetime has landed a top award for its customer service. The company has been named the Most Customer-Focused Financial Advisory Firm – South Yorkshire in the Northern Enterprise Awards 2022. The awards programme, run by hosted by SME News, celebrates organisations who work tirelessly to make financial services and advice a positive benefit to as […]

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Taking control of your retirement dreams

Every month, more than 10 million people in the UK attempt to squirrel away some money towards their retirement. Yet how many of us are confident that what we are saving is enough? Will there be sufficient money to retire when we want – and live how we want in later life? Surprisingly few people […]

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Why choose Lifetime as a financial wellbeing partner for your organisation?

Why choose Lifetime as a financial wellbeing partner for your organisation? Well…. We are specialists in workplace financial education, and have spent years answering the most important questions that employees have. We are passionate about bringing financial freedom and financial health to as many people as possible. Lifetime works closely with employers to deliver tailored […]

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Spending time to map out your finances is crucial ahead of any mortgage move

Spending time to map out your finances is a very worthwhile exercise ahead of any plans to acquire a mortgage. It is also advisable to seek out a reputable mortgage broker who can help steer you through to the right outcome. Increases in the Bank of England’s base rate don’t immediately translate into higher rates […]

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‘I feel the work Lifetime does is absolutely vital in the current financial climate’

Video and Animation Assistant Rowan Wolowacz has been with Lifetime for just over a month. How’s she finding it? Well…. “It’s wonderful to go to work each day and learn something new,” she says. “I’ve thrown myself in at the deep end surrounded by this incredible level of expertise and empathy. I feel more empowered […]

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Your mental heath can also be affected by your financial health

Today is World Mental Health Day. The theme for this year, set by the World Federation for Mental Health, is ‘Make mental health and wellbeing for all a global priority’. And we want to play our part in highlighting it! Your mental health is so, so important. It can affect how we feel, think and […]

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Financial education must come with answers to the big questions!

When it comes to financial education, there is lots of stuff out there that can be absorbed, consumed, assimilated, devoured. But people don’t want just more information to drown in! When a consumer looks for something specific on Google, or other search engines, they are not just after reams and reams of data on that […]

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Lifetime to deliver free financial wellbeing webinar

Lifetime are hosting a new webinar that is completely FREE for all attendees. The webinar focuses on financial wellbeing, specifically in the workplace, and how it affects both employees and employers. The webinar, which takes place on Thursday, October 6th at 10am, is hosted by Lifetime Commercial Development Director Andy Wealthall (pictured below) and will […]

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Lifetime announce partnership with Alzheimer’s Research UK on World Alzheimer’s Day

To mark World Alzheimer’s Day (21 September), we have joined forces with the UK’s leading dementia research charity, Alzheimer’s Research UK. Our staff voted in favour of the dementia research charity to be their official charity partner, launching on World Alzheimer’s Day. Over the duration of the partnership, we’ve pledged to raise money to support […]

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A Will is a key component of your overall financial plan

When most people think of financial planning, they might be under the impression that just concerns investments, pensions or savings. No, no, no! A purpose-built financial plan is made up of many working parts that all fit together seamlessly. Such a plan should put your goals first and foremost. By clearly identifying and prioritising your […]

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A financial wellbeing programme can help with staff retention, acquisition and succession planning

Helping employees with financial management can ease the burden on HR professionals, some of whom may not be equipped to answer finance-related questions from staff. Using a financial management expert delivers value for the employee and in turn frees-up HR resources. Recruitment is expensive, especially in the current climate of a talent drought affecting many […]

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UK households finding it tough despite government plans for energy price guarantee

The UK is embroiled in a severe cost of living crisis, which has brought the need to have control over your finances into even sharper focus. But just what is a cost of living crisis? Why is it happening right now? And are you concerned how it is impacting on you? Such an event materialises […]

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Lifetime specialists on hand to steer you on the best course to enjoy retirement

The usual starting point when it comes to starting a plan for retirement is income and expenditure. However, it can often be difficult for people to envisage what their life will be like in say 10 or more years’ time. That’s why Lifetime has retirement planning professionals who use specialist software to give customers an […]

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Some wise words from Helen Stocker

During an in-depth chat with Lifetime, Helen Stocker, director of HR Delivered, fittingly delivered some words of wisdom. The conversation had centred on what employers need to start looking at when it comes to employee benefits. Namely financial wellbeing! “Employers often have really good general employee benefits but financial wellbeing benefits can often be overlooked. […]

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Six key family finance tips to follow for happiness and harmony!

Making time or even plucking up the courage to have a conversation about money and long-term goals can often be difficult, but working with a Lifetime coach can help you create a comprehensive, flexible plan that can include your immediate family and generations. Most family units face serious challenges when it comes to dealing with […]

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Making and sticking to a financial plan that will be beneficial for your growing family

When you find out you’re expecting, your focus is likely to be on getting your home ready for a new baby but you’ll need to make time to put your financial house in order too. A good starting point is to draw up a budget and make a list of all your current incomings and […]

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With inflation hitting a 40-year high more and more UK workers are feeling financial squeeze

With the news that the UK’s inflation rate jumped to 10.1 per cent in July – a 40-year high – more and more workers are feeling the financial squeeze. Over half of employees surveyed by Lifetime admitted to feeling stressed or worried about their current financial situation. The national press are tapping in to the […]

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Wise words to ponder on the subject of financial wellbeing

Wise words…. During an in-depth chat with Lifetime, Helen Stocker, director of HR Delivered, fittingly delivered some words of wisdom. The conversation had centred on what employers need to start looking at when it comes to employee benefits. Namely financial wellbeing! Helen’s words bear repeating, nay trumpeting – loud and clear! “Employers often have really […]

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Energy price rise warning piles even more pressure on struggling UK public

Energy bills will hit £4,266 for a typical household by January 2023 – piling even more pressure on the beleaguered UK public. That warning comes from consultancy firm Cornwall Insight. They say their higher estimate means that the average household are faced with paying a staggering £355 a month, instead of £164 a month currently. […]

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Lifetime’s 2022 Employee Survey raises some important issues

An employer cannot truly support their employees if they don’t know what help they really need. It is so important to listen to your employees. You listen to understand. That’s where Lifetime’s financial wellbeing service can help. It can bring clarity, education, focus and awareness. Oh, and positive action! Lifetime’s employee survey is a tremendous tool that can […]

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Biggest interest rate hike in 27 years as Bank of England warns of impending recession

After making the biggest hike to interest rates in 27 years, the Bank of England (BOE) has warned the UK is heading for a recession. Interest rates rose, for the sixth time in a row, to 1.75%, with inflation now set to hit over 13%. It is now being forecast that the UK economy will […]

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Employees acknowledge need to start planning for retirement – Lifetime survey

There are thousands of employees across the UK who readily admit that they ‘really need to start planning for retirement’. Yet a lot of those workers don’t know how to begin that sort of in-depth planning – or who to turn to for help, guidance and advice. That’s why it is vital that employers play […]

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Thousands of employees admit they ‘need to start planning for retirement’

There are thousands of employees across the UK who readily admit that they ‘really need to start planning for retirement’. Yet a lot of those workers don’t know how to begin that sort of in-depth planning – or who to turn to for help, guidance and advice. That’s why it is vital that employers play […]

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Zooming in and out certainly gives a sense of perspective!

Before I became a financial planner with Lifetime, writes James Fisher, I spent a year training to become secondary school science teacher.  While that turned out not to be the career for me, I certainly learnt a lot that I use to the current day. One of the things you soon find out as a […]

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What Lifetime can bring

Lifetime’s digital service delivers an enhanced level of financial planning – allowing you to fully understand your finances and make informed money choices. As passionate providers of this innovative financial wellbeing programme we promise to: Listen to your concerns, hopes and ambitions Explain the financial facts using simple language, not jargon Show you how to […]

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Cost of raising a child to the age of 18 is nearing £200,000 mark

The cost of raising a child to the age of 18 is heading towards the £200,000 mark. That’s according to the latest research from the Child Poverty Action Group. Since 2012 their annual cost of a child report looks at how much it costs families to provide a minimum socially acceptable standard of living for […]

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‘More and more first time buyers are being gifted deposits from family’

More and more first time buyers are turning to the ‘Bank of Mum and Dad’ – or even the so-called ‘Family Bank’ – to obtain the deposits they need to get on the property ladder. That’s the view of Lifetime mortgage adviser Scott Kershaw (pictured). Scott says: “I’m finding that more and more first time […]

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The desire to improve financial health is there but are employees being hampered by cost of living crisis?

Many people want to improve their financial health in 2022. A survey, carried out on behalf of abrdn investment company and taking in 2,000 UK adults, revealed that more than half (55%) were determined to get to grips with money matters so they would be in a better position. Yet those people – indeed, all of […]

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Survey suggests millions expect to be still paying off their mortgage when they reach 65

Millions of people in the UK expect to be still paying off their mortgage when they reach the age of 65, according to new research. And some of those people will be dipping into their pension pots to do so. The survey, undertaken for the LV= and Wellbeing Monitor, took in 4,000 UK adults, and […]

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Latest Google review talks of ‘total confidence that finances are in safe hands’

Here at Lifetime we strive to deliver the best service we can to every single one of our customers. We are passionate about helping them achieve financial health. That’s why we are delighted when we receive customer confirmation that what we set out to do is working…. Here is our latest Google review, kindly submitted […]

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Award-winning Lifetime named Workplace Financial Wellbeing Champion

Lifetime has landed a top award for its innovative financial wellbeing service. The company has been named Workplace Financial Wellbeing Champion of the Year (UK) in the Worldwide Finance Awards 2022. The awards programme, run by Acquisition International, celebrates organisations who work tirelessly to make financial services a powerhouse industry that can bring positive benefits […]

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Empowering employees to engage with their own financial journey

As specialist providers of workplace financial education and planning, Lifetime has spent years answering the most important questions that employees have, and is able to guide them all the way from hire to retire, with tailored support at each stage of their career. During the past couple of years we have revolutionised our financial wellbeing […]

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Lifetime’s plan in place to reduce concern over cost of financial advice

There are still quite a number of people unwilling to seek financial advice because they deem it too expensive. That’s according to a new survey conducted for Hargreaves Lansdown by Opinium. The report showed that nearly three in 10 consumers (29%) admitted that they would avoid taking financial advice because, in their mind, it is […]

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Lifetime mortgage adviser Scott can help you make sense of housing market

The average price of a UK home has topped £250,000 for the first time, but the housing market may be ‘starting to slow’. That’s according to property website Zoopla. The property organisation bases its monthly figures on a combination of sold prices, mortgage valuations and information and data on agreed sales. And it says that […]

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Rapid rise in the number of employees reporting a lack of financial wellbeing support

There is a rapid rise in the number of employees reporting a lack of financial wellbeing support in the workplace. That’s according to the results of BrightPlan’s 2022 Wellness Barometer Survey. The survey suggests that since 2021 there has been a significant increase in employees reporting financial stress. Seventy-two per cent of those employees surveyed […]

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Get a better picture of your financial health with the help of a Lifetime coach

Regardless of personal wealth, the question Lifetime’s coaches and financial specialists get asked most frequently by customers is some version of: “Will I be ok? Do I have enough?” It can cause all sorts of worry if you don’t know the answer! We want to help you get a better picture of your financial health […]

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Lifetime-sponsored Barnsley Hospice golf day raises £7,000 for patient care

The Lifetime-sponsored Barnsley Hospice golf day proved to be another huge success. The event, again hosted by Silkstone Golf Club, managed to raise a tremendous £7,000 that will go to supporting patient care. Twenty-two teams took part and Barnsley FC legend Barry Murphy put in an appearance to support the day. ‘Kitch’s Klowns’ emerged triumphant […]

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There needs to be real focus on the financial happiness of employees

Show your employees you’re serious about their financial future! Research undertaken by the CIPD over the last few years has shown that financial wellbeing is often overlooked by some organisations compared to physical and mental wellbeing. Yet money worries are a big cause of stress for employees. There needs to be real focus – and […]

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Financial wellbeing in the workplace can no longer be a dream luxury

Employees might hold back from discussing their finances at work because they may be unsure if it would benefit them to do so. Lifetime believe that with the right financial wellbeing programme in place then employees will begin to see the benefits with far more clarity. They will understand that help is on hand and […]

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Your financial health also affects your mental health

There’s an important theme running through this week. And we want to play our part in highlighting it! It is…..Mental Health Awareness Week! Your mental health is so, so important. It can affect how we feel, think and act. It can heavily influence our emotional, psychological and social wellbeing. At Lifetime we believe that your […]

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Many UK adults are not planning for retirement or later life, new survey suggests

Three-quarters of UK adults have carried out little or no planning when it comes to the money they will need in later life and retirement. That’s according to a new report carried out by Standard Life. Their survey took in the thoughts and opinions of 5,000 18-91-year-olds in the UK. And 73% admitted that they […]

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Helping your employees gain full control of their financial lives

There are plenty of reasons why financial wellbeing should be on any HR agenda. Employees with money worries are more likely to be distracted by those worries while at work. They may also have sleepless nights, leading to days when they simply can’t face work. Providing an independent means through which they can seek answers […]

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A place to find the answers to your important financial questions

You’ve got a question. Perhaps more than one. They could well be one of these: When can I retire?    How much life insurance and protection do I need?        Where can I find a financial adviser? How much will I need when I retire?  Can I afford to see a financial adviser?   […]

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Talking money matters with a professional could help ease your stress levels

Stress Awareness Month has been held every April since 1992. The purpose of having such a month is to raise awareness of the causes and possible cures for such a burden on our mental health. Now, let’s face it, it appears that stress is affecting more and more people. We’ve had to endure a couple […]

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Excellent feedback from Lifetime pension webinar

 “Thanks, lots to think about” “Thanks again…took away some good pointers” “Thank you, brilliant session!” “Please may I thank you for arranging this presentation. It was very well delivered and the team at Lifetime were very professional and knowledgeable” “Thought the info was good and ‘learning’” The above were just some of the comments we […]

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It is no joke, employees need help now

 Almost one in two UK adults (45%) don’t feel confident managing their money day to day. One in five people say their employer is not doing enough to support their financial wellbeing You may think that we are pulling your leg with these stats, considering it is April 1st, #aprilfoolsday! But sadly this is no April […]

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The Chancellor giveth and the Chancellor taketh away…..

By Lifetime financial planner James Fisher Good news if you’re driving to a job with a median wage – less so if you’re receive a State Pension or other benefits. It’s been a strange couple of years since Rishi Sunak took up the role of Chancellor of the Exchequer.  At first, many though he would […]

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Is it time to speak to an adviser?

There doesn’t seem to be a lot of good news flying about these days. And if there is, it is being swamped by all the bad! It is so tough at the moment. Soaring energy bills The rising cost of food Fuel prices skyrocketing Inflation going up and up Russia’s invasion of Ukraine destabilising the […]

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Five reasons why your employees’ financial wellbeing matters

Regardless of how the pandemic has affected your business, financial wellbeing and security has never been more important. Expectations have risen in so many areas of life. We demand flexibility, accessibility and knowledge on tap. Digital-first solutions – for home, health, work and leisure – are now the norm but not, until now, for financial […]

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Financial wellbeing has to be integral to a company’s benefits programme; is it part of yours?

Soaring energy bills. The rising cost of food. Fuel prices skyrocketing. Russia’s invasion of Ukraine destabilising the world. Covid-19 still rearing its ugly head. All these things have intensified financial concerns. It appears to be getting harder and harder for people to make their money stretch far enough to meet their ‘needs’, let alone their […]

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Protecting your most valuable assets cannot be wrong

A survey has shown that almost three-quarters of employees would would work harder for an employer that provided benefits that dealt with and supported their individual needs. The survey, carried out by MetLike UK, also found that two-thirds of employers are now reviewing the reward packages they offer their workforce. Employers and HR departments up […]

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A financial education and wellbeing service is a vital step to understanding people’s needs

Employers are waking up to the fact that in this uncertain world they have to do all they can to care for their people. In more and more numbers they are embracing the need to support their staff’s financial wellbeing. Those bosses taking this step realise that financial education and guidance has to be embedded […]

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Employees want to see their own wellbeing at the forefront of company policy

There is now greater emphasis than ever before on working flexibility, competitive compensation and wellbeing when it comes to an employer’s workforce. Caring companies are keen to look after their staff as much as possible. There is no doubt that the worldwide pandemic has accelerated the eagerness to adopt automation and digitalisation, as well as […]

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A fresh new-look Lifetime website!

It was the right time! For a bit of a refresh! Lifetime has put time and resources into establishing an innovative, online financial wellbeing service that offers a pathway for people to take control of their finances and make better informed money choices. And our new-look website makes it clear, to both the employers we […]

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What’s important to you?

What’s important in our lives? What do we want to be, have, or do in the future, for ourselves or our loved ones? Big questions! Those sorts of questions are also linked to our finances. You need to remember the answers you come up. Give yourself a constant reminder if necessary. For if you can […]

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One size doesn’t fit all – not when it comes to your people!

Every employee is an individual in their own right – and has different needs. It is so important to keep that in mind when it comes to your staff’s financial wellbeing. One size doesn’t fit all. Not when it comes to your people! Everyone’s life and circumstances are different, so no two financial needs are […]

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One in four employees say they lose sleep over financial concerns

Financial health affects mental health. Don’t you agree? One in four employees say they lose sleep about financial concerns and eight out of 10 take those worries into the workplace. Those are statistics we need to address! Employees with money worries are almost five times more likely to suffer from depression while four out of […]

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Make it the Year of the Plan!

The first month of a new year is a great time to make new plans – and that includes your financial plan! You won’t be alone if you have made a few resolutions for the next 12 months or so. Lots of people will be in that frame of mind at this time of year. […]

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Sixty is the most popular age to retire early – but do you know if you can actually achieve that aim?

Sixty is the most popular age to retire early. That’s according to research carried out by Aviva. One in four (25%) of workers surveyed said they intended to celebrate their 60th birthday by leaving the world of work behind. The biggest reason for heading into retirement at that particular time – given by 32% of […]

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How would you define financial wellbeing?

Planning and preparing for our own personal financial journey can boost wellbeing. That’s what the research tells us. But just what does the term ‘financial wellbeing’ mean to you? Lifetime’s National Business Development Manager Andy Wealthall (pictured) was asked how he would define financial wellbeing: “If you take a look there are lots of descriptions […]

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Do you actually know when you can afford to retire….?

In this day and age of pension freedoms, you can easily get confused by all the numerous options and avenues open to you regarding your retirement. Planning when to retire and how to pay for it can certainly be a daunting prospect. A large number of people expect to continue working – if they  are […]

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Feel the benefits of Lifetime’s Digital Service

People often seek financial advice because of a specific concern, such as doubts over a pension policy, but right at the heart of that need is one overriding thing: peace of mind. You want to make sure that you can live how you want without ever running out of money. That’s an important goal and […]

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Asking for help over money matters may lead to a stress-free future

Worrying about money is not limited to those with debt. People worry about saving for a home, the cost of raising a family, funding relatives in care, where to invest their savings, losing their job….just getting to the next payday…the list goes on. Your money is an important subject. It can play a key part […]

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Let’s make people feel comfortable and confident when talking about their money

Making people feel comfortable enough to talk. It’s difficult. Especially when the subject matter is deeply personal. Over the last few years there has been huge progress when it comes to addressing the stigma associated with mental health. That progress has been notable within the workplace. According to the Employer’s Guide to Financial Wellbeing 2020-21 (from […]

Majority of people are happy to continue with new way of interacting with their planners

Covid-19 has impacted so many lives, on different levels, for different reasons. People have certainly changed the way they now interact with financial experts. The statistics that have emerged from a new survey carried out on behalf of investment company Abrdn show that more and more people have embraced technology and are now more confident […]

Providing access to guidance, education and someone to talk to is one of the first steps to helping your people

In a poll by YouGov, more than a third of employed people admitted to missing out on a ‘good night’s sleep’ because of their money worries. That’s a statistic that Lifetime is working hard to change. We partner with employers to deliver help and guidance to employees when it comes to financial matters. The way […]

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Can’t see the wood for the trees? Let’s help…..

What’s that old saying…….’you can’t see the wood for the trees’. What does it really mean? Well, the main definition is that if someone can’t see the wood for the trees, ‘they are so involved in the details of something that they do not notice what is important about the thing as a whole’. That could […]

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Every generation of worker can benefit from a wellbeing service that offers financial planning

Employers want staff who are fully committed, engaged and productive in their work (certainly during their working hours). That’s totally understandable. But that equilibrium can be undermined if employees have money worries and fears that affect their mindset and wellbeing. Your workforce need to be happy and confident if they are to be committed and […]

Of the many things that can damage your mental health, money is one of the biggest

The World Health Organisation recognises World Mental Health Day on October 10th each year. The official theme for 2021 is ‘Mental Health in an Unequal World’. Mental health problems can affect anyone, at any moment. It is a vital issue ‘at the best of times’, but the need for support, guidance, help and advice has […]

Saving – and all it entails!

People often find it difficult to know where to start saving, how much you need to put away, and what that money will amount to in the future. The first thing you need to do is think about how long you want to save for. Is it for two to five years, perhaps for a […]

Financial wellbeing in the workplace can be achieved for the benefit of both employer and employee

When employees can’t focus on work due to the financial strain and worry they are under, it is not only they who suffer. Employers pay the price too, particularly when it comes to their workforce’s wellbeing. If that wellbeing is low, or, God forbid, non-existent, then motivation, concentration and productivity drop. Yet companies don’t have […]

A pension can play such an important role in someone’s life

This week is #PensionAwarenessWeek. Here at Lifetime we heartily agree it is a subject that needs raising awareness of! Pensions can be a complex subject and we understand the importance a pension can play in someone’s life. Do you know what sort of pension you have? Do you know where your pension is situated? Do […]

Taking control of your retirement planning

Taking control of your retirement. It’s by no means an easy thing to do, is it? In this day and age of pension freedoms, you can easily get confused by all the numerous options and avenues open to you regarding your retirement. And planning when to retire and how to pay for it can certainly […]

‘Just utterly brilliant’ – happy client hails Lifetime mortgage service

Our latest Google review centres on our mortgage service. Lifetime client Toby Foulds was delighted with the help and guidance he received from our mortgage adviser Scott Kershaw CeMAP. Toby wrote: “It’s taken me a while to get round to leaving this glowing review but that’s only because I’m too busy redecorating the house that […]

When free means free!

There’s not many people who talk freely about money. Yet here at Lifetime we make a habit of it! We believe that money, and what we do with it, is an important subject. One starting point is how much you have to pay out. Or not, as the case might be! Take Lifetime’s digital service. […]

‘You provide an excellent service that is understandable and honest’

Lifetime regularly ask the people we help (through the company’s client questionnaire) if our service has been of value. One female client, Deborah Black, kindly returned her form and her kind words (about Lifetime and in particular her adviser Paul Lee) reinforced our belief that ‘we are on the right track’ and our financial planning […]

Making people feel comfortable enough to talk about their finances

Making people feel comfortable enough to talk. It’s difficult. Especially when the subject matter is deeply personal. Over the last few years there has been huge progress when it comes to addressing the stigma associated with mental health. That progress has been notable within the workplace. According to the Employer’s Guide to Financial Wellbeing 2020-21 […]

My Lifetime financial planner offers invaluable help and advice when I most need it

Feedback is extremely welcome. Very useful too. Genuine feedback from customers or clients, whether good, bad, positive or negative, is always helpful. It is important information that can be used to make important decisions. The very best companies are where they are because they constantly search for ways to make their very best even better! […]

Mortgage help leads to glowing Google review

We are always grateful when someone engages with us and afterwards decides to leave a #googlereview. Our latest centres on the mortgage help we offer. It reads: “Lifetime Mortgage Adviser Ken Abbott has recently helped me with my second mortgage. Being self employed, getting a mortgage is never going to be straight forward but Ken has […]

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The time has come to make financial wellbeing work for everyone

There is no doubt that financial wellbeing is a benefit for employee and employer alike. That’s why we need to push it to the forefront of the conversation. Right now, as the government takes steps to lift the majority of Covid-19 restrictions, such financial insight, guidance and advice has never been more important. While some […]

The power of stability

Should employers be focused on helping their employees when it comes to stability? It’s a worthwhile question don’t you think? Stability is crucial when it concerns the workplace. It goes a long way to helping people do their best work. It brings peace of mind, it can boost confidence, it can propel productivity. Now some […]

Generation Xers, the time to act is now as new research suggests bleak retirement beckons

A bleak retirement beckons for many middle aged people, new research suggests. The research, carried out by the International Longevity Centre (ILC) on behalf of Standard Life, revealed that nearly one in three people aged between 40 and 55 are not saving nearly enough for the day when they finish work and begin their retirement […]

If you are asking Google ‘are pensions worth it?’ Here is Lifetime’s answer!

The FTAdviser published a story this week saying that many Britons seeking help with their finances have asked Google ‘Are pensions worth it?’ (https://lnkd.in/dvGNugb). This is Lifetime’s answer to the ‘Are pensions worth it?’ question (it makes up part of the FAQs section on our website, https://www.lifetime-fm.com/faqs/ In short – yes! One of the main benefits […]

Let us share true stories of life insurance benefits

A lot has been made over the past few days on the topic of life insurance. Putting protection policies in place for people has come in for criticism in certain quarters. Here at Lifetime we put our clients’ financial situation and financial wellbeing first and foremost. And, as financial planners, if we believe our clients […]

A stroke of luck it most certainly wasn’t, but there’s light at the end of the tunnel….

A stroke of luck it most certainly wasn’t… In fact, was a stroke of a much more debilitating nature. It came this morning, F.A.S.T – just as the tv advert warns it can. I had been fine up until that moment. Well, blood pressure was too high, but that’s a given, right? I was a […]

Employers: what is the impact of staff struggling to achieve their dream of purchasing their first home?

House asking prices have hit record levels across every part of the UK. That’s according to the June 2021 statistics released by property listings website Rightmove. The average price of properties now on the market rose by 0.8% to a third consecutive monthly record of £336,073, says Rightmove. The new record figure appears to be another […]

‘Too expensive’; ‘Getting advice is only for the wealthy’; Royal London research again reveals the need to debunk money myths

‘Getting financial advice is too expensive’. That’s the main reason why people don’t seek help and advice on their finances, according to recent research. The mutual life, pensions and investment company Royal London interviewed around 4,000 people and the research revealed a number of reasons why people do not engage with financial advisers. The biggest […]

From an employee’s point of view, a pay rise remains one of the clearest forms of measurement and ‘doing well’. But is it ‘the be all and end all?’

Imagine a caring employer. Keen to help and ensure staff enjoy emotional and financial wellbeing – so that they are happy in work and just as importantly out of it. The employer decides to implement a positive financial wellbeing benefits policy, and has stumped up the resources and money to make sure the service is […]

Client so grateful for help, guidance and kindness from financial planner Paul – and for Lifetime’s ‘wonderful service’

There are times when a financial adviser or financial planner can be so much more than just a professional person imparting their knowledge and expertise. Sometimes it goes beyond just merely giving that important advice on someone’s financial affairs – and can veer into territory where showing kindness, empathy, consideration and understanding can have such […]

‘Times have changed in our profession’ says Lifetime MD

The way financial advice is delivered has changed massively over the years. Certainly, over the last 12 months or more, financial advisers and planners have had to find new ways to support and help their clients. Here Lifetime MD Ian Dickinson (pictured) talks about the changes in our profession: “In the late 1980s and through […]

Lifetime clients delighted with digital service

Having people truly value what you do – and why you do it. They are things that businesses constantly strive for. At Lifetime we put our clients at the very centre of what we do. Helping them achieve what they want from their lives, via a flexible financial life plan, is something we are passionate […]

Lifetime delighted to promote financial wellbeing with conference sponsorship

Lifetime are committed to helping employers help their employees understand their financial choices, take control of their lives and make good decisions surrounding their money. That’s why we are delighted to be one of the sponsors of the 2021 Rewards and Benefits Conference which takes place tomorrow (Wednesday, May 12th). Many businesses have already realised […]

Lifetime-sponsored Barnsley Hospice golf day is a sell-out

The countdown to the 2021 Lifetime-sponsored Barnsley Hospice Golf Day is now well and truly on. The popular charity event, which is again being held at Silkstone Golf Club on Friday, May 14th, is a sell-out. As well as again being the main sponsor, Lifetime has also put forward a team, which will be led […]

Connect with your finances too!

Almost 8 in 10 UK employees take their money worries to work, affecting their performance.* And as well as affecting work performance, it must surely hit hard on an employee’s mental health and emotional wellbeing too. Today is the start of #mentalhealthawarenessweek2021. The theme this year is ‘Connect with nature’ (https://www.youtube.com/watch?v=TdDioDtjkis). Here at Lifetime we believe […]

We will help you get the answers to some very important questions

You’ve got a question. Perhaps more than one, a whole shedload! They could well be one of these: When can I retire?    How much life insurance and protection do I need?        Where can I find a financial adviser? How much will I need when I retire?  Can I afford to see […]

Remember, when it comes to financial planning, you are unique!

When it comes to financial planning there is something very important to remember. You are unique. You are different from everyone else out there. Your situation is different from that of your boss, your work colleagues, your next door neighbour, your close friends. So when it comes to looking at establishing your own financial plan, […]

Two thirds of people retiring this year risk running out of money, new survey suggests

Two thirds of this year’s retirees risk running out of money in the future. That’s according to a new study carried out for Standard Life Aberdeen. The research, undertaken by Censuswide in February, covered 2,000 UK adults who were either due to retire sometime in the next 12 months, or had retired in the past […]

A team that can help you land that mortgage

Here at Lifetime we have a dedicated Mortgage department who source and recommend the mortgage lenders that deal with intermediaries. Whether you’re buying your first home or moving up the housing ladder the time when you need a mortgage can be exciting.  However, choosing the mortgage for you can be daunting. Our experienced mortgage team […]

When the human touch can prove the difference in financial planning

The rise of robo-advice in financial services over the last decade has understandably coincided with the unceasing march of technology. There is no doubt that technology continues to transform every facet of our lives – and the financial sector is no different. Nowadays, if you so wish, you can become an investor with just a […]

Truth has the power to shock – but can lead to enlightenment and happiness!

  The quote above, credited to celebrated late-nineteenth-century French author Jules Renard, is an apt one when it comes to telling this tale. For truth indeed had the power to shock for two of Lifetime’s clients. Fortunately for them, that shock led to immediate change – and with that change came clarity, enlightenment and happiness. […]

Everyone’s financial situation is different – that’s why you need a service like this!

Lifetime help people understand what their money can and cannot do for them. We have vast experience in delivering innovative financial planning – life planning – to thousands of individuals, couples and families across the UK. We also partner with employers to bring financial understanding, clarity and wellbeing to their employees. This is done via […]

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Survey shows that pension and retirement, as well as savings, are what employees would like to ask about most

Lifetime recently conducted a survey amongst nearly 350 employees of an education provider and client in the North of England. One of the questions posed to the employees was: ‘If you could ask a financial expert anything what would it be?’ There were two subjects that came out easily the most popular. The first one […]

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When it comes to his finance story, the Bard of Barnsley is happy to let Lifetime do the talking for him!

Ian McMillan is an acclaimed English poet, writer, playwright, and broadcaster. He is well known for his strong and distinctive Yorkshire accent on such programmes as BBC Radio 3’s The Verb. He continues to live in Darfield, the village of his birth, and is a fervent, season-ticket holding fan of his hometown football club, Barnsley […]

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Spring clean your ‘too hard to do box’

Do you have a ‘too hard to do box’? Is it full of important papers and documents that you can’t bear to look at, or simply don’t want to? The ‘too hard to do box’ might actually be in the form of a biscuit tin, a ring binder, or even a messy drawer. Whatever it […]

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‘Steve always explains things well and puts us at ease’

Our pension specialist Steve Lambarth (pictured) has received lovely feedback from Lifetime client Nick Boothroyd, who responded to the following questions: How was the interaction with your financial planner? Did they put you at ease and explain things in a way that resulted in understanding and reassurance? “Yes, absolutely. Steve always explains things well and […]

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Hands up if you are the person with a ‘too difficult to deal with’ carrier bag, biscuit tin or shoe box!

Hands up if you are the person with a ‘too difficult to deal with’ carrier bag, biscuit tin or shoe box – which contains all the information you have about your money. There are thousands, perhaps millions of you out there, all putting the latest pension or mortgage statement into that ‘difficult’ box without having […]

Five-star feedback for Lifetime financial planner Robert reinforces ‘why we do what we do’…..

There are times when a financial adviser or financial planner can be so much more than just a professional person imparting their knowledge, and giving advice. They can also be a trusted human being to turn to in a time of need. Lifetime financial planner Robert Bligh (pictured below) was the ‘trusted human being’ who […]

Lifetime Managing Director Ian Dickinson being filmed.

MD Ian Dickinson is Lifetime video star!

Managing Director Ian Dickinson was the  ‘video star’ in the latest of Lifetime’s filming projects. Ian proved a bit of a natural in front of the camera as he talked freely about himself, and the company he started two decades ago. What clearly comes through is Ian’s continued passion for helping people via Lifetime’s financial […]

Young adults potentially face 12 years shortfall when it comes to retirement cash according to survey

Research carried out by Aegon has suggested that young adults face a significant financial shortfall by the time they come to retirement. The survey also revealed that only 20% of young adults feel they are on course to achieve the income they need in retirement. The Aegon Retirement Readiness Survey 2020: Young adults reinventing life, work, […]

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Lifetime link-up with Academy Trust receiving attention

Lifetime’s link-up with Hoyland Common Academy Trust is receiving attention in the financial press. The online publication ftadviser.com has reported on the partnership, which sees Lifetime provide financial education and guidance to HCAT employees. So too has Best Advice, with a story written by Kevin Rose. Financial management company Lifetime, through the launch of its […]

Helping people secure their mortgage brings great job satisfaction

Helping people land a mortgage brings a real buzz to the Lifetime team. That’s according to our Mortgage department manager Michelle Youel. Despite the COVID-19 pandemic playing havoc with the lives of so many people, Michelle (pictured) says that over the last 12 months she and the dedicated Lifetime mortgage team have still managed to […]

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Free financial video shows Lifetime customer is on the right path

We passionately believe that financial guidance has never been as important as it is right now. That is why the Lifetime digital service was launched, to help people take control of their future, and make informed decisions that could boost their emotional and financial wellbeing. That help and guidance proved decisive for one lady who […]

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Sign up for our free webinar: ‘Five surprising ways to take back control of 2021’  

Financial wellbeing is a topic close to our heart and for many people it has already been a tough start to the year. So, with this in mind, our next webinar (27th January) will focus on ‘Five surprising ways to take back control of 2021’. In this webinar we will be revealing our top five […]

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The two Steves helping Lifetime clients feel confident!

One of Lifetime’s core values is ‘Ownership’. For us that means that: We consider the impact on our colleagues and clients in every decision we make. We care about our business and take pride in delivering great service and quality for our customers. We are passionate and take responsibility to: “think bigger than ourselves”. We […]

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Brian’s expert guidance and advice appreciated by new Lifetime clients

Financial planner Bran Howard (pictured) has been helping some new Lifetime clients deal with their financial affairs. Brian takes up the story: “Unfortunately, a close relative (and a Lifetime client) had passed away unexpectedly, but had left them with a sizeable sum of money and property. “The initial Lifetime client’s Transact pension has been transferred […]

Lifetime adviser Brian on helping widow deal with late husband’s finances

A financial adviser can be so much more than just a professional person giving advice. They can be also be someone to turn to in a time of need. Lifetime financial planner Brian Howard (pictured) was just such a person for one particular client. Brian explains: “I looked after the husband and wife, but unfortunately […]

Help from a financial planner can be so powerful – especially in trying times

The help given by a financial planner can be so powerful – especially in times of need. That was certainly the case for clients of Lifetime adviser Steve Baskind (pictured). Steve first met the clients, a husband and wife, in the autumn of 2019. The wife, aged 60, was unfortunately diagnosed with a terminal illness. […]

Explaining how to apply for a POA refund

In this video, Lifetime financial planner James Fisher explains how to apply for a Power of Attorney refund, if you are eligible:    

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The power of planning

The impact that a helping hand can have was clearly illustrated this week, when Lifetime financial planner Steve Baskind took one of his clients through a meeting via zoom. Steve says: “The client is 53 and looking to retire in a couple of years. His wife also wants to retire in the not too distant […]

Lifetime MD Ian Dickinson

‘Advice needs a reboot, not a robot’ – Lifetime MD Ian Dickinson speaks in Professional Adviser

“Now as never before, we need to ask ourselves what future we want, and how we position ourselves for it now……advice needs a reboot, not a robot.” Lifetime Managing Director Ian Dickinson (pictured) has been speaking to Professional Adviser, in a piece where he shares his insight on the opportunities for rejuvenation in the financial advice […]

Meet our new charity partners

Lifetime has always been passionate about helping people. Part of that ethos is giving something back. Our referral scheme was born out of that eagerness to make a difference where we could, and we chose hospices as the beneficiaries as this was something that appealed very strongly to both Lifetime staff and our loyal clients. […]

Importance of financial wellbeing hitting the news!

If your financial wellbeing is poor, or downright bad, there can be a number of worrying reactions. Low financial wellbeing could trigger severe mental health conditions such as anxiety, depression, high blood pressure and stress. Indeed, money-related stress can really impact on your ability to be happy or healthy, both mentally and physically, either in work […]

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Free Lifetime webinar for financial advisers: Overcoming the challenges of client servicing

Calling all financial advisers! We have another free webinar coming up covering a very important topic. ‘Overcoming the challenges of client servicing. What’s the solution?’  In this busy world, and in light of COVID-19, the pressure on advisers to service every single one of their clients has probably increased. Does this mean that advisers are […]

Lifetime director and pension specialist Rupert Smith.

Lifetime webinar now available on-demand

If you missed Lifetime’s free webinar, ‘The Impact of COVID-19 on Pension Planning’ on 26th November 2020 then don’t worry, we’ve got you covered! We have saved it safely away and made it available for you on-demand! Should you like to listen to what our director and pension specialist Rupert Smith had to say, or […]

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Sign up now for November Lifetime webinar

We only have a few days to go before our free webinar ‘The Impact of COVID-19 on Pension Planning’. This is a gentle reminder to secure your spot if you haven’t already done so, using the ‘register your place’ link below. Lifetime director and pensions specialist Rupert Smith will discuss the impact that the worldwide […]

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Twenty-five UK hospices have now benefitted from Lifetime referral scheme

The number of hospices that have received a cash boost from Lifetime’s referral scheme has now risen to 25. The latest to join the list is The Prince of Wales hospice in Pontefract, West Yorkshire. Lifetime has loyal clients throughout the UK and, as of 19/11/2020, the hugely successful referral scheme has now raised £40,347.46. […]

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Money gap between retirees who take financial advice and those that don’t

There is a noticeable money gap between retirees who take financial advice and those that don’t. That’s according to a study done by a think tank from the International Longevity Centre UK (ILC). The report says that retirees who take financial advice are, on average, £47,000 better off in their retirement years than those people […]

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Free Lifetime webinar: Has COVID-19 impacted on pension planning?

As part of Lifetime’s ongoing commitment to helping people truly understand their financial picture, we are delighted to launch the details of our new webinar, which focuses on a very relevant topic. Has COVID-19 impacted on pension planning?  Is it really all bad? Lifetime director and pensions specialist Rupert Smith will discuss the impacts that […]

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It is your money, your life, your story……talk about it

This week is…..#TalkMoneyWeek! It is a week that has been designed to increase awareness about the benefits of talking about money. It aims to try and increase people’s sense of financial wellbeing by encouraging them to open up about their personal finances – from pocket money through to pensions. It is so, so important to […]

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Lifetime’s personal touch….personified by Paul!

By Andrew Lodge The picture that goes with this article is of Paul Lee, one of Lifetime’s great team of financial planners. Now, I like the man, I think he is a lovely human being, who happens to be damn good at his job. Helping people comes so naturally to him. And, guess what? I’m […]

Lifetime advisers and staff available for customers and clients during new lockdown

All our lives are in some sort of upheaval due to the resurgent spread of Coronavirus (Covid-19). From tomorrow people in England will enter a new national lockdown that is initially set to run until December 2. We know that people are anxious right now, including our clients. Even those who have a long-term, trusted […]

Our clients talk and we listen.

Things we could do to ease stress – including seeking financial guidance!

Today is the start of International Stress Awareness Week, which incorporates National Stress Awareness Day (held every year on the first Wednesday in November). Now, let’s face it, we have all had our fair share of stress days in 2020. No question, it has been a sure-fire stress year! Covid-19 has wreaked havoc with our […]

A financial plan can bring you answers

You’ve got a question. Perhaps more than one. They could well be one of these: When can I retire?    How much life insurance and protection do I need?        Where can I find a financial adviser? How much will I need when I retire?  Can I afford to see a financial adviser?   […]

Lifetime named in top 100 Financial Advisers for 2020

Lifetime is committed to delivering a great service to the people who need us – a service where help and financial guidance go hand in hand with expert financial advice. Making a customer’s financial journey with us a truly worthwhile experience is of the utmost importance. It is something we are passionate about. So it […]

Millions of self-employed workers not saving sufficiently for their retirement

More than 3.5 million self-employed workers in the UK are not paying into a private pension to fund their retirement plans. That’s according to a new study from the Institute for Fiscal Studies (IFS). What emerges most from the study is the clear warning that saving among the self-employed has dramatically declined over the past […]

That warm feeling when you know you are helping someone

Everyone at Lifetime is committed to helping people; being of value. We are passionate about it. It runs through everything we do, as people and as a company. That is why, this morning, we have a bit of a warm glow. The reason? Well, we have received a fantastic 5-star Google review from a lady […]

The steps you will take alongside a Lifetime customer coach

People most often seek financial advice when they realise they need it. It is extremely rare that they look for it on a whim. For financial service companies who put customers and clients at the very centre of what they do,  it is crucial that they are there, visible, available and willing for when the […]

Our clients talk and we listen.

Emotional and financial wellbeing boosted by contact with advisers

Financial wellbeing. Emotional wellbeing. Both are popular phrases, often used as buzzwords. As the Coronavirus-hit year of 2020 draws nearer to a close they are words that need to seep into the very fabric of our society, our collective souls. We all want to be happy in our lives. Here at Lifetime we believe that […]

A good time to get help understanding your pension

Majority ‘not sure’ about their retirement, Lifetime poll shows

There is a worryingly large number of people who are ‘not sure at all’ what their retirement will look like, a Lifetime poll has indicated. The poll, carried out for a week across our Twitter and Linkedin social media platforms, was titled ‘Are you confident about your retirement?’. There were two options: ‘yes, I’ve got […]

Our clients talk and we listen.

Stories can be so powerful, they matter, and that is why we love listening to our clients

By Andrew Lodge Stories can be so influential, compelling, beautiful even. They can be heartrending too. True stories carry a particularly potent power all of their own. In essence, they matter. We are not alone in that viewpoint. Tyrion Lannister of Game of Thrones fame clearly thinks the same. He (or should that be George […]

We can answer your important financial questions

You’ve got a question. Perhaps more than one. They could well be one of these: When can I retire?    How much life insurance and protection do I need?        Where can I find a financial adviser? How much will I need when I retire?  Can I afford to see a financial adviser?   […]

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New arrival Andy is ‘excited’ about finance – and making dreams come true!

In his own words, Lifetime’s new National Business Development Manager Andy Wealthall reveals what is getting him excited about his change in career: I am not an expert when it comes to writing articles, or producing a post. So I don’t really know about what is best to write; something short and sweet, or something […]

Lifetime can help explain the Pension Savings Statement

Members of public sector pension schemes may soon receive a Pension Savings Statement (PSS). The statement focuses heavily on the Annual Allowance, which is the maximum value of the growth in your pension savings each year that can benefit from tax relief. High income individuals may be subject to a tapered Annual Allowance. If you […]

Later life care

Lifetime’s hospice referral scheme passes 40k mark

Lifetime’s hospice referral scheme has broken the £40,000 barrier. The latest cash donation took the company’s referral scheme total to £40,062 – spread around 24 different hospices in the UK. Lifetime launched their referral scheme initiative after a friend of managing director Ian Dickinson was cared for by his local hospice. Ian said: “That left […]

Receiving professional financial advice boosts a person’s emotional wellbeing, survey shows

Receiving professional financial advice boosts a person’s emotional wellbeing, especially in times of crisis, new research has revealed. The research, carried out on behalf of Royal London, also showed that an ongoing relationship a financial adviser provides the most benefit. The Royal London survey stated that around 17 million people in the UK (26% of […]

It is Pension Awareness Week – a good time to get help understanding your pension

This week is #PensionAwarenessWeek, with particular focus on Tuesday, September 15th which is classed as the main Pension Awareness Day. Here at Lifetime we heartily agree it is a subject that needs raising awareness of! Pensions can be a complex subject and we understand the importance a pension can play in someone’s life. Do you […]

Hi, I'm flo, Lifetime's financial guide. I am also known as a financial bucket!

What is a financial bucket?

What is meant by the term ‘financial bucket’? Well, it is a visual concept financial planners like Lifetime use to help clients understand their money. Your financial bucket has in it all of the money you could easily get your hands on. By understanding what’s in there, and how your money flows in and out, […]

Welcome to Lifetime’s new website – and our financial guide flo!

Welcome to Lifetime’s new website, featuring our financial guide flo! We have put time and resources into establishing an innovative, online service that offers a pathway for people to take control of their finances and make better informed money choices. This accessible digital service is for everyone who wants to understand their financial picture – […]

Google? Alexa? Why not ask flo? She may just have the answers you’re seeking….

You've made the decision. Given yourself the go-ahead, the necessary nudge. You have turned on your computer, or brought your mobile phone to life, and headed for the search bar. Let's admit, it is probably Google! Or you may have cut out the 'middle man' and gone straight to Alexa! The majority of times it [...]

A sporting coach, business coach, life coach; why not a ‘money coach’?

There are coaches in sport. There are business coaches. In fact, there are a whole slew of different coaches, for different goals, environments A personal coach, a career coach, a life coach, an executive coach, a leadership coach, a team coach. The list goes on….. And yet you don’t come across many ‘money coaches’; financial [...]

Lifetime-sponsored hospice golf day set to tee off

The 2020 Lifetime-sponsored Barnsley Hospice Golf Day is almost here. The teams are all set to tee off in the popular charity event, which is again being held at Silkstone Golf Club, on Friday, August 21 (12 noon start). All the Covid-19 guidelines have been followed in order for the event to take place – [...]

Majority of working adults admit to not understanding enough about their pension – ONS survey

The majority of working adults admit to not understanding enough about pensions to make important decisions about their retirement. That is according to new data emerging from the Office of National Statistics. The Wealth and Assets survey carried out by the ONS revealed that only 44 per cent of working adults felt they had enough [...]

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Lifetime financial planner Kris achieves chartered status

It took him two years to complete but Lifetime financial planner Kris Booth is now celebrating – after achieving chartered status. Kris (pictured right) chose the PFS route (through the London Institute of Banking and Finance) and took four exams in total – studying six months for each. The exams consisted of: Pension Transfers (Assignment [...]

Bassetlaw Hospice

Bassetlaw becomes 24th UK hospice to receive donation from Lifetime referral scheme

Lifetime’s highly successful referral scheme has now given donations to 24 different hospices in the UK. The latest hospice to receive a cash boost is Bassetlaw in Retford, Nottinghamshire (pictured) The cheque to Bassetlaw has lifted the total number of Lifetime referral scheme donations to over £39,950. The foundation of our financial management business has [...]

Research suggests Gen Xers do not have enough savings to fund retirement

UK residents aged between 40-55, often referred to as Generation X, have not enough pension and investment savings to fund even a modest retirement. That is according to research carried out by Dunstan Thomas. The research also revealed that 10% of the Generation Xers that were surveyed claim to have no pension whatsoever. Other alarming [...]

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Lifetime offices closed but ‘business goes on’ and clients can contact financial planners and staff

All our lives are in some sort of upheaval due to the rapid spread of the Coronavirus (Covid-19). We know that people are anxious right now, including our clients. Even those who have a long-term, trusted relationship with their Lifetime financial planner may be concerned about their money and investments, as the Coronavirus continues to [...]

LifeStrategy – The Journey Continues…..

As we enter the fifth week of ‘lockdown’ caused by the Coronavirus (Covid-19) crisis, we thought it important to update you with a little of the information available to us through our various professional bodies. As I’m sure you will appreciate, it is extremely difficult to assess the likely timescale for the current situation but [...]

Lifetime clients appreciate message of support and guidance

Lifetime has been communicating regularly with clients during the Coronavirus (Covid-19) crisis, either by email, telephone or video technology, and the messages of support and guidance we have issued have been very much appreciated. It is ‘business as usual’ for the company, with the majority of our financial planners, pension specialists, mortgage advisers, communication team […]

Lifetime’s case for Vanguard LifeStrategy

Following the communication earlier this week regarding discipline being one of an investor’s greatest ‘weapons’ we thought it would be beneficial to impart some of the very latest information provided by Vanguard to the United Kingdom’s adviser force via a webinar on 26th March 2020. As we previously stated, the ability to ‘sit tight’ in [...]

Wrap platform Transact ‘resilient and financially strong’

One of our main wrap platforms of choice, Transact, has issued words of encouragement during the Coronavirus (Covid-19) outbreak. Transact released a statement which read: “We are continuing to review and implement guidance as it is received from the government. All of our staff are now working from home. “Our priorities remain the welfare of […]

If you have to self-isolate use any spare time to get your finances in order

If, like me, you and a lot of your colleagues, and indeed some of your employers, have made the sensible decision to go into self-isolation during this chaotic time, you may now be faced with the reality of being home day after day. Though you may have relished the idea during those stressful days at […]

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Message of support to our clients in these turbulent times

The Coronavirus (Covid-19) has introduced real uncertainty and trepidation into economies and markets. We fully understand investors’ concerns about the potential effects of the coronavirus outbreak on their money. Yet there are reasons why investors should remain disciplined. A Lifetime director received a message from a client, through our secure online portal, stating they were […]

Coronavirus update from Lifetime

Coronavirus (COVID-19) – an update from Lifetime

We are living in unprecedented times – and sometimes that leads to unprecedented steps. We know that people are anxious right now, including our clients. Even those who have a long-term, trusted relationship with their Lifetime financial planner may be concerned about their money and investments, as the Coronavirus continues to impact the UK and […]

Lifetime financial planning

‘In times like these many people start to think about their protection needs’

‘Lifetime will find a way to help people sort out their protection cover’ says financial planner Robert Bligh. Robert (pictured), who is based in Lifetime’s Driffield office, has urged people to make sure they have the necessary protection policies in place. He says: “In times like these many people start to think about their protection […]

Lifetimer Liam chalks up RO5 exam success

Lifetimer Liam Burnett is a delighted young man this week – after passing the RO5 finance exam. The RO5 exam focuses on financial protection and forms part of the Diploma in Regulated Financial Planning. Research Administrator Liam, who is on his placement year from university, was rewarded for all his study work with an exam […]

Life's rollercoaster ride

Let Flo help find answers to those important questions you keep asking yourself

People often seek financial advice because of a specific issue, such as a concern over a pension policy, but right at the heart of that need is one overriding thing: peace of mind. It is an important goal and what cash flow financial modelling is all about. Are these the sort of questions you keep [...]

Survey suggests one in five people are ‘in the dark’ about their pensions

Almost one in five people (19%) never access information about their pensions. That is according to a survey carried out by Populus for the ABI. The survey, which was undertaken in November 2019, covered 2,008 consumers. It found that many people were in the dark about their pension pots – and could potentially miss out […]

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Miles all smiles as he completes Diploma in Regulated Financial Planning!

Lifetimer Miles Myers is one very happy young man – after receiving the fantastic news that he has passed his last Financial Planning exam. A delighted Miles (pictured below) learned on Friday morning that he successfully passed the RO6 exam – and has now completed the Diploma in Regulated Financial Planning. He is now a […]

Coronavirus and the impact on global markets

We came across this article, written by Christopher Cowell of Seven Investment Management, on the subject of the coronavirus outbreak and the economic and financial impact of the epidemic. The article is slanted towards the investment side of things but also contains some very useful general information. We felt that both aspects may be of […]

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More than a quarter of people in their 50s do not fully understand their retirement options, survey suggests

More than a quarter of people in their 50s do not understand the retirement options available to them when they hit 55. That is according to fresh research carried out by Fidelity. The survey results, which have been announced ahead of April’s five-year anniversary of the introduction of pension freedoms, revealed that 26 per cent […]

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A digital planning process aimed at giving you better informed money choices

Technology is transforming every facet of our lives and we believe that a new era of financial planning is upon us. As one of Lifetime’s core values is Innovation, we have put time and resources into establishing a dynamic, digital service that can combine our more traditional face-to-face proposition with another pathway for clients to […]

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What is meant by the term ‘Financial Planning’?

Financial planning is an ongoing process that helps you make sensible decisions about money, so that you achieve your goals in life. It is about getting organised. It is far better to be in control of your finances rather than letting those finances control you. Many people find their finances confusing, aren’t sure where they […]

Lifetime Digital Customer Coach Anji Ward

Lifetimer Anji delighted with RO5 exam success

Lifetime trainee financial planner Anji Ward has been studying hard for the past few months – and that work has paid off with a terrific exam success. Anji (pictured below), who is based at our Driffield office along with financial planners Robert Bligh and Kris Ward, has passed the RO5 (Financial Protection) paper. Well done Anji! Many congratulations!

Lifetime director William Bottomley hands over hospice referral scheme cheque to Simon Atkinson of Barnsley Hospice.

Another cash boost for Barnsley Hospice from Lifetime referral scheme

Lifetime’s highly successful referral scheme has resulted in another cash boost for Barnsley Hospice. The hospice’s corporate fundraiser Simon Atkinson was a welcome visitor to Lifetime House on Tuesday morning to receive a cheque for £198.02 from our director William Bottomley (pictured below). The foundation of our financial management business has always been the relationships […]

Lifetime thrilled to be named in Financial Advisers top 100 for 2019

Lifetime is committed to delivering a great financial planning service to our clients. Making their journey with us a truly great experience is paramount. So it is lovely to be included as one of the top 100 Financial Advisers 2019, according to ftadviser.com Everyone at Lifetime can be proud of this latest recognition – and we are […]

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Lifetimer Joseph passes R01 finance exam

Lifetime trainee financial planner Joseph Dickinson is celebrating exam success. On Tuesday morning Joseph (pictured below) passed the R01 financial services, regulation and ethics exam.    Many congratulations Joseph!  

The need to understand our financial picture

How times have changed! The responsibility of managing your finances, and that of your family, has never been more onerous than at this present time! In years gone by the majority of companies offered pension schemes that were fully managed by Trustees. If you were a member of one of those schemes then you had […]

Have you been asking yourself ‘when can I retire?’

When can I retire? Quite often it can be hard to imagine life in retirement. It is even trickier figuring out how to achieve it. You have a limited time to plan for your future and so you need to make sure that you make the right decisions during your working life. Have you been […]

Danny North

Lifetimer Danny delighted with RO5 exam success

Lifetimer Danny North is one very delighted young man! Danny (pictured below) has been studying hard in the last few months – and that work has paid off with a terrific exam success. Danny has passed his RO5 (Financial Protection) paper. Well done Danny! Many congratulations!

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Lifetime seeking new member of communications team

Lifetime is seeking fresh inspiration in the form of a new member of our communications team. Based at our Barnsley headquarters, we want someone with individual flair, allied with a tremendous team ethos, who has a love of words and the ability and imagination to communicate our message to current and potential clients. The full-time role [...]

Trainee financial planner Miles passes RO4 exam

Trainee financial planner Miles Myers (pictured below) is a delighted young man this week – after passing the RO4 finance exam. The RO4 exam focuses on pensions and retirement planning, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Miles is successfully powering  towards. He was rewarded for all his study work with an exam pass on Tuesday. Many congratulations Miles! Onwards and upwards!

A Lifetime financial planner acts as a guide, coach, mentor and friend

A proper financial plan – a life plan – is something that we all should look to put in place. At Lifetime our financial planners act as a guide, coach, mentor, friend and confidant to their clients. Many people come to us looking for help with a specific issue, yet they soon come to realise that we […]

Lifetime's financial guide flo

Meet Flo, your financial bucket!

Many people find their finances confusing, aren’t sure where they are headed or would like a little more guidance on how to manage their money. They wonder when they can retire, how their family would cope if they were unable to work or whether they can afford to make their big plans for the future […]

Lifetime mortgage team

‘Lifetime offered a great experience’ – Mortgage team receive glowing Google review

The Lifetime Mortgage team has received a glowing testimonial on Google from a delighted client. Anthony Henry rated the service a full five stars and gave particular praise to the sterling work put in by Mortgage Adviser Ken Abbott and Mortgage Manager Michelle Youel (both pictured below). Mr Henry enthused: “As first time buyers the process […]

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Taking control of your retirement planning

Taking control of your retirement. It’s by no means an easy thing to do, is it? In this day and age of pension freedoms, you can easily get confused by all the numerous options and avenues open to you regarding your retirement. And planning when to retire and how to pay for it can certainly […]

Lifetime

‘Lifetime opportunity’ for those people seeking financial advice

A ‘Lifetime opportunity’ awaits those frustrated people in the UK who are struggling to get financial advice. Financial management company Lifetime are sending out the message ‘we are here, come and talk to us’ following the results of research by IFA network Openwork, which has revealed that there is a real demand for financial advice. […]

Lifetime colleagues come together to mark retirement of financial planner Jen

The Lifetimers came together on Friday afternoon to mark the retirement of chartered financial planner Jennifer Broadhead. Jen (pictured below) has been a popular figure at the company since her arrival in October 2016 – and colleagues were determined not to see her leave without letting her know of their high regard. And keen baker Jen […]

James

Lifetimer James passes Long Term Care Insurance exam

Lifetime financial planner James Fisher has chalked up another notable exam success. James (pictured below) passed the CII’s CF8 (Long Term Care Insurance) exam, adding another string to his already impressive financial bow! Well done James!

Lifetime seeking telephone appointment maker

Lifetime is seeking fresh inspiration in the form of a new telephone appointment maker. We want someone with a warm, welcoming personality who wants to progress and thrive with a dynamic, forward-thinking financial management company. Working hours (Monday to Friday) would consist of: 9am to 5pm (three days) and 11am to 7pm (two days). The […]

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Lifetimer Danny delighted by RO1 finance exam success

Delight is the order of the day for Lifetimer Danny North. Danny (pictured below) is following his dream of becoming a financial planner and has been given the news that he has passed the RO1 finance exam. Well done Danny!

Lifetimer Ken clocks up the coastal miles in 'mighty hike' for charity

Lifetimer Ken clocks up the coastal miles in ‘mighty hike’ for charity

Lifetime Mortgage Adviser Ken Abbot clocked up the coastal miles on Saturday – all for a great cause. Ken (pictured below) took part in one of Macmillan Cancer Care’s Mighty Hikes. This particular hike was from Weymouth to Wareham along the challenging but magnificent Jurassic Coast, England’s first natural World Heritage site. Ken said: “I managed to […]

Loyal Lifetime clients helping boost hospice coffers

Loyal clients helping Lifetime boost hospice coffers

Lifetime’s loyal clients continue to help the Yorkshire-based financial management company boost the coffers of UK hospices. For all introduced clients to Lifetime, we donate, on your behalf, 10% of any initial fees generated on new transactions completed with these clients, to your local hospice. The Lifetime referral scheme has now raised over £38,000 to […]

Lifetime pension pair chalk up AF7 exam success – making it a full house!

Lifetime pension specialists Rupert Smith and Steve Lambarth have chalked up exam success. The pair (pictured below) have passed the AF7 pension transfers exam. That means that all four full-time members of Lifetime’s pension department (Rupert, Steve, Jeff Winter and Tom Nelson) are AF7 qualified. A great achievement guys!  

Lifetimer Steve 'ambles' 22 miles for charity cash

Lifetimer Steve ‘ambles’ 22 miles for charity cash

Lifetime pension specialist Steve Lambarth once again successfully completed the 22-mile long ‘Acorn Amble’, from Castleton to Burncross, in the aid of charity. Lifetimer Steve, pictured below (right, in baseball cap), took part in Saturday’s event along with over 100 others. The organisers are hoping to raise a record amount this year for the two […]

The Lifetime team at the Barnsley Hospice golf day

Lifetime-sponsored Barnsley Hospice golf day is a huge success

The Lifetime-sponsored Barnsley Hospice golf day proved to be another tremendous success. Silkstone Golf Club was again the superb venue for teams from all over the Barnsley borough, who revelled in the convivial atmosphere and raised thousands of pounds for the hospice. Said Lifetime Director William Bottomley: “This is the eighth successive year that Lifetime has been a sponsor […]

Lifetimer Joe completes Diploma in Regulated Financial Planning

Lifetimer Joe Musson is one very happy young man – after receiving the fantastic news that he has passed his last Financial Planning exam. A thrilled Joe (pictured below) successfully passed the RO6 exam and has now completed the Diploma in Regulated Financial Planning. He is now a qualified financial planner with Lifetime. Well done Joe – many congratulations!

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Teams all set to tee off in Lifetime-sponsored Barnsley Hospice golf day

The 2019 Lifetime-sponsored Barnsley Hospice Golf Day is almost here. The teams are all set to tee off in the popular charity event, which is again being held at Silkstone Golf Club, on Friday, May 17 (12 noon start). As well as being the main sponsors of the event – for the seventh successive year – Lifetime has [...]

Lifetime Social Media Manager Andrew Lodge presents Barnsley Hospice fundraiser Simon Atkinson with a donation from Lifetime's successful referral scheme.

Lifetime referral scheme generates more cash for Barnsley Hospice

Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome guest to Lifetime House on Wednesday morning. Simon was met by Lifetime Social Media Manager Andrew Lodge and was presented with another cheque – this time for £122.69 – from the Dodworth-based company’s highly successful referral scheme. The Lifetime Referral Scheme has now raised over £37,000 for […]

Lifetimer Joe offers a glimpse into the world of work

Lifetime trainee financial planner Joe Musson offered young students a glimpse into his working world at a recent event put on by Ahead Partnership. Joe (pictured below) took part in the ‘World of Work Day’ at Carrfield Primary Academy. The students were delighted with the opportunity to find out more about Joe’s chosen career. Here […]

A Lifetime financial planner acts as a guide, coach, mentor and friend

A proper financial plan – a life plan – is something that we all should look to put in place. At Lifetime our financial planners act as a guide, coach, mentor, friend and confidant to their clients. Many people come to us looking for help with a specific issue, yet they soon come to realise that we […]

Financial planning with Lifetime is a process, not a product

Financial planning is a process, not a product. It is the long-term method of wisely managing your money so you can understand your true financial picture, and achieve your goals and dreams. Your first step will be to let us get to know you. We will help you think about your future in a way […]

Lifetime Bake Sale a yummy success for Red Nose Day!

Lifetime Bake Sale a yummy success for Red Nose Day!

Lifetime’s Bake Sale on Friday morning – held to raise funds for Comic Relief’s Red Nose Day – proved a yummy success! Lifetimers Annabelle Dickinson, Macy Corbett and Mathew Leech had done a terrific job in organising the event – with their colleagues responding in fantastic fashion with some scrumptious goodies! Said Macy: “We’ve had a […]

Latest exam success sees Lifetimer Charlie complete Diploma in Regulated Financial Planning

Lifetimer Charlie Parker is celebrating – after receiving the fantastic news that he has passed his last Financial Planning exam. A thrilled Charlie (pictured below) successfully passed the RO6 exam and has now completed the Diploma in Regulated Financial Planning. To mark the memorable moment Charlie fetched in some cupcakes to share with his colleagues, who were equally delighted for […]

The Lifetime mortgage team, consisting of (l-r) Mortgage Advisers Ken Abbott and Scott Kershaw, Mortgage Administrator Bev Shapcott and Mortgage Department Manager Michelle Youel.

Lifetime Mortgage Adviser Ken hailed for ‘brilliant job’

Lifetime Mortgage Adviser Ken Abbott has been thanked for doing a ‘brilliant job’ by delighted first time buyers. Ken (pictured below) guided the clients through the mortgage process from beginning to end – with happy results. The clients enthused: “The service we received from Ken was excellent. “As first time buyers everything was new and […]

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Lifetimers celebrate achievements of retiring directors

The Lifetimers came together on Friday for a bit of a party! It was to celebrate the achievements of directors Steve Ramsden and Brian Skelton (pictured below) – and to mark their retirement from the company. Said Managing Director Ian Dickinson: “Both Steve and Brian have been a massive influence on the creation of this business. […]

Lifetimer Macy celebrating Diploma success

Office Administrator Macy Corbett is celebrating a notable diploma success. All the hard work paid off as Lifetimer Macy (pictured below) found out on Thursday that she had passed her Apprenticeship – Business Administration Diploma Level 2. Well done Macy!

Miles all smiles after passing RO3 finance exam

Lifetimer Miles Myers is all smiles – after passing his latest exam! Trainee financial planner Miles (pictured below) this week successfully navigated the RO3 finance exam (which covers personal taxation). Well done Miles!  

Trainee financial planner Joe passes RO5 exam

Trainee financial planner Joe Musson (pictured below) passed the RO5 finance exam in Leeds on Tuesday morning. The RO5 exam focuses on financial protection products, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Joe is successfully powering  towards. Many congratulations Joe!

‘Brilliant from start to finish!’ Lifetimer Scott and mortgage team receive glowing testimonial

Lifetime Mortgage Adviser Scott Kershaw (pictured below) was thrilled this week to receive a glowing testimonial from a very happy couple. The delighted clients wrote: “We found the entire process extremely easy due to your help. “You and the service you provided was brilliant from start to finish. You made the entire process stress free, […]

RIP Jack Bogle, the man who transformed money management

Jack Bogle, the genius behind Vanguard and Passive investment strategies, has died at the age of 89. The Vanguard Group founder and father of the index fund passed away on Wednesday. He transformed money management, making investing cheaper, simpler and more accessible than ever before, lifting the financial well-being of millions of people in the […]

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What our clients have to say about us!

Clients are at the very heart of all we do at Lifetime. We get to know you and discover what’s important to you. Indeed, our starting point is your story. Says Lifetime MD Ian Dickinson: “Lifetime will always strive to deliver and adapt to change so that our customers feel well served by the advice and […]

One in three employees lose sleep over retirement money worries

Employees need help with their finances. A report prepared by the Financial Advice Working Group for HM Treasury and the Financial Conduct Authority [March 2017] revealed that almost half of all employees worry that they will be unable to retire, and one in three actually admit to losing sleep because of this. Research by the […]

Lifetimers get into the festive spirit on 2018 Christmas Jumper Day!

Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to Christmas Day, all the festivities, and the onset of 2019, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year! The foundation of our financial management business has always been the relationships we have had with our clients. Lifetime has been built […]

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Lovely Lifetime ‘Christmas do’ at Cannon Hall Farm!

For the second successive year the Lifetimers enjoyed a terrific ‘Christmas Do’ at Cannon Hall Farm’s White Bull. The company came together in a fantastic venue to celebrate the forthcoming festive season – and to mark another highly productive year. And our ‘social secretary’ Annabelle Dickinson was on hand to take some photos! The Lifetimers also […]

Spirit of Christmas alive and well as Lifetimers present hospice with referral scheme cheque

Spirit of Christmas alive and well as Lifetimers present hospice with referral scheme cheque

Barnsley Hospice Corporate Fundraisers Vicky Stead and Samantha Silverwood were welcome visitors to Lifetime this cold and frosty morning – to receive another cheque from our highly successful referral scheme. Vicky and Samantha were presented with a cheque for £142.98 by Lifetimers Holly and Danny, who were resplendent in their Christmas jumpers! The Lifetime Referral Scheme […]

Lifetimers get into the festive spirit on 2018 Christmas Jumper Day!

Lifetimers get into the festive spirit on Christmas Jumper Day!

Christmas Jumpers were all the rage at Lifetime HQ on Friday! The Lifetimers took great delight in donning their festive favourites to mark Christmas Jumper Day 2018 – and ‘social secretary’ Annabelle Dickinson was on hand to capture the scene!

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Lifetimer Tracey takes along client to present latest hospice cheque

A delighted Lifetime client presented the latest cheque from the company’s highly successful referral scheme. The client was taken along to Lindsey Lodge Hospice in Scunthorpe by Lifetime financial planner Tracey Warring – and a cheque for £245.15 was presented to funsdraiser Sharon Tune (see picture below). Lifetime, with the help of their loyal clients, […]

Notable exam success for Lifetimers Jen and Jeff!

Lifetime’s Pensions Technical Director Jeff Winter and financial planner Jennifer Broadhead are both celebrating exam success. Jeff  and Jennifer (both pictured below) received the great news on Thursday that they have successfully passed the AF7 (Advanced Pension Transfers) exam. Well done you two!  

Trainee financial planner Joe passes RO4 exam

Trainee financial planner Joe Musson (pictured below) is one happy young man this week – after passing the RO4 finance exam. The RO4 exam focuses on pensions and retirement planning, and forms a part of the Diploma in Regulated Financial Planning which Lifetimer Joe is successfully powering  towards. He had been revising hard for the paper – and was rewarded […]

Lifetime looking for a Lead Contact Co-ordinator

Lifetime are looking to recruit a Lead Contact Co-ordinator. The successful applicant will be working from home or one of our offices, calling prospects who have expressed a desire to acquire information about their retirement options. The purpose of the call is to arrange an appointment with a Financial Planner, at the potential client’s convenience and […]

Congratulations in order as Lifetimer Catherine passes RO2 exam

Lifetime pension analyst Catherine O’Dowd has enjoyed notable exam success. After weeks of hard work and study, Catherine (pictured below) has passed the RO2 (Investment principles and risk) finance exam and is understandably extremely happy! All her colleagues are thrilled for her too. Well done Catherine!

R06 exam success sees Lifetimer James complete Diploma in Regulated Financial Planning

Lifetimer James Fisher is celebrating – after being given the fantastic news that he has passed the R06 Financial Planning exam. Said a delighted James: “I’m absolutely thrilled to find out that I’ve passed the R06 exam and completed my Diploma in Regulated Financial Planning.” To mark the memorable moment James fetched in some chocolates to share with […]

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‘Lifetime Adviser Day’ emphasises drive towards digital future

The Lifetime Adviser Day, held at the picturesque Wortley Hall on Tuesday, proved to be an informative event as the drive towards a digital future continues apace. Director William Bottomley had organised the meeting, and as well as his presentation there were also talks from fellow director Rupert Smith and colleagues Tom Nelson and James Fisher. […]

Number of hospices given cash from Lifetime referral scheme rises to 22

The number of hospices that have received cash from Lifetime’s referral scheme has now risen to 22. The latest to join the list is Douglas Macmillan Hospice based in Blurton, Staffordshire. Lifetime has loyal clients up and down the country and the hugely successful referral scheme has now raised just short of £35,000. The foundation of our […]

Employers should take more responsibility for providing financial education, survey suggests

More than a third of the working British population believe that employers should take more responsibility for providing financial education and guidance for their employees. That is according to Unum’s Workplace Communication Blueprint. Unum provide employee benefits, which form a valuable part of any effective workplace wellbeing strategy. Their findings – the culmination of a YouGov […]

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Lifetimers place importance on values and company culture

Lifetimers have been getting together this week to talk about the emphasis we place on the importance of values and culture within our company. Our five ‘values’ – Integrity, Innovation, Ownership, Team and Communication – were discussed at length. Here are some pictures, taken by our colleague Annabelle, of some fantastic  meetings!

Lifetime financial planner Robert Bligh presents referral scheme cheque to Dove House Hospice

Lifetime financial planner Robert presents referral scheme cheque to Dove House Hospice

Our Driffield-based financial planner Robert Bligh was a welcome visitor to Dove House Hospice in Hull on Thursday morning, to present a £308.16 cheque generated from the Lifetime referral scheme (see picture below). Lifetime has clients up and down the country and the referral scheme has now raised over £34,700. If you are happy with the service you […]

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Lifetime sponsor Barnsley Ladies skipper Lucy

Barnsley Ladies central defender and captain Lucy Turner was a welcome visitor to Lifetime House on Monday afternoon. Lifetime are sponsoring the Barnsley skipper for the 2018-19 season and Lucy popped along to have her picture taken with our Managing Director Ian Dickinson. Lifetime would like to wish Lucy and her team-mates all the very […]

‘Our adviser Ken was friendly, professional and knowledgeable’

Lifetime Mortgage Adviser Ken Abbott has received a lovely, heartfelt message from grateful clients. Dean and Alison Jacques had been looking for mortgage and life insurance advice and were delighted with how Ken (pictured below) dealt with their needs. They said: “After being recommended by a colleague, we contacted Lifetime for financial advice, primarily to arrange a […]

What our clients have to say about Lifetime

Clients are at the very heart of all we do at Lifetime. We get to know you and discover what’s important to you. Indeed, our starting point is your story. Says Lifetime MD Ian Dickinson: “Lifetime will always strive to deliver and adapt to change so that our customers feel well served by the advice and […]

Double exam delight for Lifetimers!

Following hot on the heels of the exam success enjoyed by their colleague James, Lifetimers Miles Myers and Joe Musson are also celebrating. The two trainee financial planners have also successfully negotiated their latest exams. Miles (pictured below) passed the RO2 (Investment principles and risk) paper. Meanwhile, Joe (pictured below) was all smiles after he passed […]

Lifetimer James passes RO5 finance exam

A great piece of news emerged from Lifetime this week – with trainee financial planner James Fisher successfully passing the RO5 (Financial Protection) exam. Former University of Sheffield graduate James (pictured below) is now just one more exam away from becoming  a fully qualified financial planner with the company. James is just one of a number of […]

Lifetime Mortgage team turned into the 'Mortgage Machine'!

Look out for the Lifetime Mortgage Machine!

Once there was Scooby Doo and his mystery-solving chums Fred, Daphne, Velma and Shaggy………well now there is the Lifetime Mortgage Machine! Our specialist mortgage team (pictured below) take the time to explain all of the different options open to you, to make sure that you are with the right provider and have the right mortgage product. We firmly believe our Mortgage […]

Lifetimer James passes R04 Pensions and Retirement Planning exam with flying colours

Lifetimer James Fisher is now well on the way to becoming  a fully qualified financial planner with the company. Former University of Sheffield graduate James (pictured below), is one of a number of trainee financial planners at Lifetime, and as well as his normal daily workload he has been studying hard for exams. That revision paid […]

Lifetime Financial planner Paul Bassinder and Social Media Manager Andrew Lodge deliver a referral scheme donation to Bluebell Wood Children's Hospice.

Another bumper Lifetime cheque for Bluebell Wood Children’s Hospice

Lifetime financial planner Paul Bassinder and Social Media Manager Andrew Lodge were only too pleased to pop along to Bluebell Wood Children’s Hospice on Tuesday morning to deliver a cheque from our referral scheme. Paul and Andrew are pictured below handing over the £758.48 cheque to Bluebell Wood fundraiser Julie Hampson. Said Paul: “It was a pleasure to […]

Glancing back: Front cover stars!

Lifetime were proud to be the front cover stars of the New Model Adviser magazine. Managing director Ian Dickinson and Communications director William Bottomley were pictured alongside a Barnsley hospice van, emphasising the company’s commitment to ‘giving something back’ to the community via their sponsorship of the hospice golf day and their client referral scheme (https://www.lifetime-fm.com/hospice.aspx). […]

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Lifetimer Steve completes 23-mile Acorn Amble – raising cash for charity

Lifetime pension specialist Steve Lambarth once again successfully completed the 23-mile long ‘Acorn Amble’, from Castleton to Burncross, all in the aid of charity. Steve (pictured below, far right, with his walking colleagues) undertook the seven-hour walk to raise money for Weston Park Cancer Charity.   He said: “A massive thanks to all those who sponsored […]

Lifetime financial planner Steve Baskind presents a referral scheme cheque to Barnsley Hospice fundraiser Simon Atkinson.

Lifetime referral scheme generates more cash for Barnsley Hospice

Barnsley Hospice Corporate Fundraiser Simon Atkinson popped into Lifetime HQ on Friday afternoon to receive another bumper cash donation from our highly successful referral scheme. Simon was presented with a cheque for £853.90 from Lifetime financial planner Steve Baskind (see picture below). Said Simon: “We are very, very grateful to Lifetime for the regular donations we receive from their referral […]

Lifetimer Tom passes pension exam

There was delight at Lifetime HQ on Friday morning – as the news came through that Pension Department Manager Tom Nelson had chalked up a notable exam success. All Tom’s hard work and study paid off as confirmation came through that he had passed the AF7 pension transfers exam. Well done Tom!

Exam not too taxing for delighted Lifetimer Charlie!

Lifetimer Charlie Parker has taken another notable step towards establishing himself as a fully qualified financial planner with the company. His latest exam – the RO3 (Personal Taxation) – proved to be not too taxing as the young man passed with flying colours! Charlie (pictured below) is one of a number of trainee financial planners at Lifetime. […]

Lifetimer Catherine passes RO1 exam

Congratulations are in order for Lifetime pension analyst Catherine O’Dowd. Catherine (pictured below) has passed the RO1 finance exam and is understandably extremely happy! All her colleagues are thrilled for her too. Well done Catherine!

How much can I spend in retirement? Anne’s pension predicament

If you’ve read any of my previous blogs, you’ll probably have guessed that I enjoy running.  Sometimes, I run with music, other times without.  But I also listen to podcasts on some of my runs to keep me up-to-date with personal finance and financial planning news.  Recently, I listened to an episode of BBC Money Box […]

Look out for the Lifetime Mortgage Machine!

Once there was Scooby Doo and his mystery-solving chums Fred, Daphne, Velma and Shaggy………well now there is the Lifetime Mortgage Machine! Our specialist mortgage team (pictured below) take the time to explain all of the different options open to you, to make sure that you are with the right provider and have the right mortgage product. We firmly believe […]

Lifetime director William Bottomley presents a referral scheme cheque to Barnsley Hospice fundraiser Simon Atkinson.

Bumper cash boost for Barnsley Hospice from Lifetime-sponsored golf day

The sun shone, the smiles were broad, the putts (sometimes) dropped and the cash flowed as the Lifetime-sponsored Barnsley Hospice golf day proved to be another tremendous success. Silkstone Golf Club was the superb venue for teams from all over the Barnsley borough, who revelled in the lovely atmosphere and raised £6,260.71 for the hospice. Said […]

New research suggests at least £260,000 now needed to fund retirement

Retirees now need at least £260,000 in their pension pot to avoid an ‘uncomfortable retirement’. That figure – which has increased from £150,000 back in 2002 – makes up part of the findings from new research carried out by retirement provider Royal London. And the £260,000 figure will spiral even further upwards for those people who rent properties over the […]

Lifetime clients pay tribute to Ken’s sterling service

Mortgage Adviser Ken Abbott and the hard-working Lifetime mortgage team have received a lovely testimonial from happy clients. The clients, Richard and Natalie, praised the work put in by Ken (pictured below) and his colleagues, which made getting their mortgage ‘virtually stress free’. The testimonial reads: “Lifetime was recommended to us by a family member, […]

Lifetime clients pay tribute to Ken’s sterling service

Mortgage Adviser Ken Abbott and the hard-working Lifetime mortgage team have received a lovely testimonial from happy clients. The clients, Richard and Natalie, praised the work put in by Ken (pictured below) and his colleagues, which made getting their mortgage ‘virtually stress free’. The testimonial reads: “Lifetime was recommended to us by a family member, […]

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Teams looking forward to teeing off at Lifetime-sponsored Barnsley Hospice golf day

The countdown to the 2018 Lifetime-sponsored Barnsley Hospice Golf Day is now well and truly on. The teams are gearing up to take part in the popular charity event, which is again being held at Silkstone Golf Club, on Friday, May 18 (12 noon start). As well as being the main sponsors of the event – […]

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Lifetimer Miles enjoys first exam success on road to becoming financial planner

Lifetime trainee financial planner Miles Myers is one happy young man! Miles  (pictured below) has been studying hard in the last few months – and that hard work paid off with a notable exam success. Miles passed his RO1 (Financial Services, Regulation & Ethics) exam this week. Well done Miles!

It’s a half marathon – not a sprint! Planning for performance….

Back in February, I wrote a blog post about setting goals.  One of the goals I’d set for the year back then was to complete the Sheffield Half Marathon.  At the time I didn’t have a target time, I just wanted to finish.  I knew that my other goal, to complete all of my financial planning […]

Lifetimer James chalks up another exam success

Lifetimer James Fisher has taken another notable step towards realising a major ambition – that of establishing himself as a fully qualified financial planner with the company. James (pictured below), is one of a number of trainee financial planners at Lifetime, and as well as his normal workload he has been studying hard for exams. […]

William Bottomley, co-director of Lifetime, with Simon Atkinson, corporate fundraiser at Barnsley Hospice

A big thank-you as Lifetime are put in ‘Supporter Spotlight’ by Barnsley Hospice

Lifetime has been featured on a press release – and video – that has been put together by Barnsley Hospice and their PR partner Capital B Media, which has been entitled ‘Supporter Spotlight’. Lifetime has donated over £18,000 to Barnsley Hospice over the the past eight years and on the video (which can be seen below) […]

Lifetimer Joe delighted with exam success

Lifetime’s Customer Service Administrator and trainee Financial Planner Joe Musson is one happy chap! Joe (pictured below) has been studying furiously in the last few months – and that hard graft paid off with a terrific exam success. Joe passed his RO2 (Investment, Principles and Risk) exam this week. Well done young man!

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Lifetime donations to Barnsley Hospice top £18,000

Lifetime’s highly successful referral scheme is helping boost the coffers of hospices up and down the country. The main beneficiary of the scheme is Barnsley Hospice – and Corporate Fundraiser Simon Atkinson, along with Mary Ferguson from PR firm Capital B Media, popped into Lifetime’s Dodworth headquarters on Thursday morning to reveal the fact that the financial management company has […]

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Trainee financial planner Charlie passes RO2 exam

Lifetime trainee financial planner Charlie Parker is one happy young man! Charlie  (pictured below) has been studying hard in the last few months – and that hard work paid off with a notable exam success.   Charlie passed his RO2 (Investment, Principles and Risk) exam on Monday. Well done Charlie!

The power of Truth helps Lifetime client make life-changing decision

Lifetime financial planner Robert Bligh has seen at first hand how the power of ‘Truth’ can help a client make a ‘life-changing decision’, hopefully for the better. Lifetime uses the fantastic cash flow modelling software from Prestwood Truth to help put together a client’s financial plan. It helps us tell our clients the ‘truth’ about their money. […]

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Lifetime’s Angels brave wintry weather to attend International Women’s Day conference

Two of Lifetime’s Angels braved the wintry weather to get the opportunity to speak to hundreds of Yorkshire business women about the importance of cash flow financial modelling. Business Development Consultant Janette Town and Lifetime Financial Planner Jennifer Broadhead (pictured below) battled with the snow and ice to reach Wetherby Racecourse, for the Yorkshire Ladies […]

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Opening minds to a lifetime of possibilities

Minds were opened to a ‘lifetime of possibilities’ at our recent ‘Values Day’ at Wortley Hall. All the Lifetimers came together to watch presentations delivered by our MD Ian Dickinson, Communications Director and ‘special guest’ Mel Bligh, before deciding on the six ‘value’ words we will shortly be making ‘part and parcel’ of our company […]

Grateful client thankful for ‘first rate’ Lifetime service in time of need

A grateful client has contacted Lifetime to offer their thanks for a ‘first rate’ service in a time of need. Coming in for special praise was our financial planner Jennifer Broadhead (pictured below). The client takes up the story: “Prior to June/July 2017 our investments had been overseen by an independent financial adviser who, over the […]

Tom Nelson our Pension Manager

There are easier ways to talk about your pension!

Lifetime’s new  video has catapulted Pension Manager Tom Nelson to ‘star status!’ Tom has been hailed the ‘new Steve McQueen’ after his action-packed showing in Lifetime’s new pension blockbuster! Tom overcame a number of ‘obstacles’ to let people know that Lifetime are ready, willing and able to help you with your retirement planning. Enjoy the […]

Goal Setting for Success

Now that January is over many of our New Year’s Resolutions may already be distant memories.  But if this has happened to you, don’t despair!  Maybe January 1st isn’t the best time for goal setting.  And perhaps you need a bit of help to come up with goals that you’ll actually stick to! One of […]

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Blog – by James Fisher

Now that January is over many of our New Year’s Resolutions may already be distant memories! Yet if that is the case with you, don’t despair!  Maybe January 1st isn’t the best time for goal setting.  And perhaps you need a bit of help to come up with goals that you’ll actually stick to! One of […]

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Exam delight for Lifetimer James

Lifetime trainee financial planner James Fisher is one happy chap! James (pictured below) has been studying furiously in the last few months – and that hard work paid off with a notable exam success. James passed his RO2 (Investment, Principles and Risk) exam on Tuesday. Well done sir!

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Barnsley Hospice fundraising boosted by Lifetime referral scheme

Barnsley Hospice Corporate Fundraiser Simon Atkinson is becoming a regular visitor to Lifetime’s Dodworth headquarters. Simon popped into Lifetime House on Monday lunchtime to receive another cash boost from our highly successful referral scheme. Simon was presented with a cheque for £780.67 from Lifetime director Brian Skelton (see picture below). Said Simon: “We are very, very grateful to Lifetime for the […]

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Big birthday celebrations at Lifetime!

Lifetime are celebrating some very special birthdays this week. The Lifetimers came together to deliver 50th Birthday presentations to Accounts Manager Nicola Dickinson and Office Administrator Elaine North (both pictured below). Nicola turns 50 on Wednesday (January 24) and Elaine hits the same mark on Thursday (January 25). To mark the occasion their fellow Lifetimers surprised them by […]

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Lifetime team up with Chadwick Lawrence to run breakfast seminar for business owners

Lifetime are running a joint breakfast seminar run with Chadwick Lawrence Solicitors on Tuesday, 6th February (8.30am registration, 10am close), entitled ‘Business Owners – Planning for a Successful Future’. As well as enjoying a free breakfast, the seminar will offer business owners an opportunity to consider appropriate exit strategies for themselves and their business. The Corporate and Commercial team at […]

It’s a wrap! Lifetimers Amy and Mat aiding company recycling

Two Lifetimers have taken it upon themselves to help the company with their recycling. Wrap Administrators Amy Brown and Mathew Leech (pictured below) have purchased new bins which have been installed at Lifetime’s HQ in Great Cliffe Court, Dodworth. Says Mat: “We’ve purchased new bins for the kitchens in Brook House, which have been added in an […]

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Blog by Mathew Leech

By Mathew Leech If, like me, you and a lot of your colleagues, and indeed some of your employers, have made the sensible decision to go into self-isolation during this chaotic time, you may now be faced with the reality of being home day after day. Though you may have relished the idea during those […]

The unsuspecting financial planner

I never really expected to be working towards becoming a financial planner.  At school I always loved science the most, with drama coming in as a close second.  So you’d have thought I’d end up either with a life on the stage or a life in the lab. For quite a few years I followed […]

The beginning of a new year is a great time to make new plans – including your financial plan!

The beginning of a new year. The perfect time for new beginnings. Ideal for making new plans. And talking of plans, there is nothing more important than a financial plan! Now we know that those two words – financial plan – can strike fear into the hearts of many people who look upon money matters […]

Financial Planners, financial advisers, wealth managers – what’s the difference?

As alternative financial planners, Lifetime work in a different way. We start off by finding out about you.  What your hopes and ambitions are for the future.  The ambitions you have for yourself and your family.  Then we look at the resources you’ve got available to reach those dreams. We use all the information you […]

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Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to Christmas Day, all the festivities, and the onset of 2018, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year! The foundation of our financial management business has always been the relationships we have had with our clients. Lifetime has been built […]

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Hospice fundraiser Simon all smiles after receiving Lifetime referral scheme cheque

Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome visitor to Lifetime this morning – to receive another cheque from our highly successful referral scheme. Simon was all smiles as he was presented with a cheque for £632.18 from Lifetime financial planner Steve Baskind. (see picture below). Said Simon: “We are very, very grateful to Lifetime […]

There are easier ways to talk about your pension…..

Lifetime's new  video has catapulted Pension Manager Tom Nelson to 'star status!' Tom has been hailed the 'new Steve McQueen' after his action-packed showing in Lifetime's new pension blockbuster! Tom overcame a number of 'obstacles' to let people know that Lifetime are ready, willing and able to help you with your retirement planning. https://youtu.be/sQ-P91y1VuM Enjoy [...]

‘There are easier ways’ to talk to Lifetime about your pension!

Lifetime’s new  video has catapulted Pension Manager Tom Nelson to ‘star status!’ Tom has been hailed the ‘new Steve McQueen’ after his action-packed showing in Lifetime’s new pension blockbuster! Tom overcame a number of ‘obstacles’ to let people know that Lifetime are ready, willing and able to help you with your retirement planning. Enjoy the […]

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‘There are easier ways’ to talk to Lifetimer Tom about your pension pot!

Lifetime’s new  video has catapulted Pension Manager Tom Nelson to ‘star status!’ Tom has been hailed the ‘new Steve McQueen’ after his action-packed showing in Lifetime’s new pension blockbuster! Tom overcame a number of ‘obstacles’ to let people know that Lifetime are ready, willing and able to help you with your retirement planning. Enjoy the […]

Lifetimers enjoy Christmas Jumper Day!

Christmas Jumpers were out in force at Lifetime HQ on Friday! The Lifetimers took great delight in donning their festive favourites to mark Christmas Jumper Day 2017 – and our trainee accountant and ‘social secretary’ Annabelle was on hand to take photographic evidence! And there was more festive fun to come later that day – as Cannon […]

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Whistlestop video tour of Lifetime HQ

We were delighted to have a ‘film day’ at Lifetime – with a production company coming in to make some promotional videos for us. And here is a whistlestop video tour of our HQ in Dodworth, Barnsley. Enjoy!

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A bucket, but not as you know it!

Can a bucket change your life…….? It could well do! Once we have discovered what is important to you and how you want to live your life, we put together a financial plan with you. We create this plan by using a financial bucket – to illustrate what your present picture looks like and how […]

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Number of hospices benefiting from Lifetime referral scheme rises to 21

The number of hospices that have benefited from Lifetime’s referral scheme has now risen to 21. On Tuesday morning our Driffield-based financial planner Robert Bligh, resplendent in his pink tie, was a welcome visitor to the newest hospice on our ever increasing list, Dove House Hospice in Hull, to present a £400 cheque (see picture below). Lifetime have […]

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Lifetime’s Angels on mission to make finance more female focussed!

Lifetime’s Angels are on a mission – to make financial services more female focussed! A report from research firm Kantar (October 2017) stated that women find the world of financial services “aggressively masculine” – and that deters them from seeking financial advice or buying financial products. Kantar sought views from 30,000 women and concluded that women […]

Latest Barnsley Hospice cheque takes Lifetime referral scheme over £30k mark

Lifetime’s Hospice Referral Scheme has now generated over £30,000. Twenty hospices up and down the country have benefited from the referral scheme (https://www.lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/), none more so than Barnsley Hospice. And on Tuesday morning (November 21)  Barnsley Hospice Corporate Fundraiser Simon Atkinson was a welcome visitor to Lifetime House to receive a £600 cheque, presented to him by […]

Double delight as Lifetimers Joe and Charlie pass RO1 exam

Congratulations are in order for Lifetime trainee financial planners Joe Musson and Charlie Parker. Joe and Charlie (both pictured below) have passed the RO1 financial planning exam and are understandably extremely happy! All their colleagues are thrilled for them too. Well done Joe and Charlie!

More advisers should use cashflow planning says senior financial figure

A senior financial figure wants to see more cashflow planning used by advisers – something we heartily agree with here at Lifetime. In his piece for www.moneymarketing.co.uk, Danby Bloch, the chairman of Helm Godfrey and consultant at Platforum, commented: “Cashflow planning and monitoring provides a core tool to enrich advice and justify annual fees to clients. The main […]

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World food celebrated at Lifetime House!

The Lifetimers came together on Monday – some of them in their Halloween costumes – in a celebratory world food event. The company’s new social area was the perfect venue – and the food, most of it having been made by the staff’s fair hands(!) – went down an absolute treat. Food linked with the following countries […]

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Vision and values at the forefront of Lifetime staff meeting

Vision, values and employee engagement were at the forefront of an informative Lifetime staff meeting at Wortley Hall near Sheffield on Monday morning (October 9). Managing Director Ian Dickinson and fellow directors Brian Skelton and William Bottomley (all pictured below) delivered engaging presentations which gave the staff an insight into the potentially glittering future of the […]

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Desert Island Discs: Luke Worthy

Desert Island Discs: financial planner Luke Worthy: Very difficult to come up with eight favourite songs! Disc One: Grounds For Divorce – Elbow   Disc Two: Out Of The Black – Royal Blood   Disc Three: That Golden Rule – Biffy Clyro   Disc Four: Hysteria – Muse   Disc Five: Goodbye – Circa Waves   Disc Six: Lights Out – Royal Blood   Disc Seven: Wired – Mallory Knox   Disc […]

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Lifetimers explain financial planning career to Sheffield Hallam students

A Lifetime trio ventured into ‘student land’ on Friday (September 22) – to talk about a career in financial services. Director William Bottomley, Social Media Manager Andrew Lodge and trainee financial planner James Fisher popped along to the Sheffield Hallam University’s ‘Meet the Industry’ event. Following presentations by representatives of Allianz, the CII and Aviva, […]

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Only a high quality, specialist service will do when it comes to ‘Defined Benefit’ decision

Legendary investor Warren Buffet’s well-known adage, ‘Price is what you pay, value is what you get’ – or even the famous firefighter Red Adair’s view that ‘if you think it’s expensive to hire a professional wait until you hire an amateur’ – certainly comes to mind when the subject of transferring out of a defined benefit […]

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Lifetime ladies at Yorkshire Business Festival

Lifetime’s female financial planners attended Yorkshire’s largest networking conference for women on Wednesday. Janette Town, Karen Lodge, Jennifer Broadhead and Tracey Warring joined hundreds of other business ladies at the Yorkshire Business Festival in Harrogate. The event had been organised by Yorkshire Ladies Links for all women in business.

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Lifetime ladies set for popular Yorkshire business event

Lifetime’s female financial planners will be at Yorkshire’s largest networking conference for women next week. Janette Town, Karen Lodge, Jennifer Broadhead and Tracey Warring (pictured below) will join hundreds of other business ladies at the Yorkshire Business Festival in Harrogate on Wednesday, September 13. The event has been organised by Yorkshire Ladies Links for all women in business. The Lifetime […]

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Karen passes final exam to become Lifetime financial planner

Lifetimer Karen Lodge is one happy lady – after passing her final exam and becoming a financial planner with our company. Karen (pictured below) had been studying hard and all that work paid off as she passed with flying colours. Well done Karen – many congratulations!

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Exam success for Lifetimer Catherine

A key member of Lifetime’s top class Pensions/Retirement Solutions department is celebrating exam success. Pensions analyst Catherine O’Dowd (pictured) has received the brilliant news that she has passed her RO4 exam. Hip Hip Hooray! Well done Catherine!

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Cause for celebration as Lifetimer Scott passes final mortgage exam!

Lifetimer Scott Kershaw is celebrating – after passing his final mortgage exam! Scott (pictured below) had been studying hard while carrying on his duties as mortgage administrator at our Barnsley headquarters – and now he is on his way to being a mortgage adviser with the company. Well done Scott – many congratulations!

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Fancy being a Lifetimer? Two exciting jobs on offer!

Lifetime is seeking fresh inspiration in the form of a new office administrator and a new receptionist. We want someone with individual flair allied with a tremendous team ethos, someone who wants to progress and thrive with a dynamic, high performing company who puts people at the very heart of everything they do. Sounds grand?! […]

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Exam success for Lifetime financial planner Paul

One of Lifetime’s senior financial planners is celebrating his latest exam success. Paul Lee (pictured below) received the brilliant news that he had passed the ‘Later Life Financial Planning – first level 6 exam’ while he was watching the action at the 2017 Open Golf Championship at Royal Birkdale on Friday! Many congratulations Paul!

Survey suggests 20% of working adults still have no pension savings

A survey of 2,000 workers across the United Kingdom has revealed that one in five people still have no pension savings. And, according to autoenrolment.co.uk, the survey showed that of those people that have saved for retirement, only 25% know just how much cash is going into their pension pot every month. Another one in […]

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Bumper cheque for Ashgate Hospice from Lifetime referral scheme

Ashgate Hospice in Chesterfield has received a bumper cheque from Lifetime’s highly successful referral scheme. Lifetime financial planner Daryl Clarke popped along to present Alison Ward-Foster (Ashgate Hospice Partnerships Manager, Fundraising and Communications) with a cheque for £1289.88 (see picture below). Lifetime has now given over £28,000 to hospices via the company’s referral scheme. The scheme, which […]

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Over £27,000 now given to hospices through Lifetime referral scheme

Lifetime has now given over £27,000 to hospices via the company’s highly successful referral scheme. The scheme, which the Yorkshire-based company introduced just over three years ago, has raised much-needed cash for 20 hospices up and down the country. One of the latest cheques was presented  by Lifetime Mortgage Administrator Scott Kershaw at the recent Lifetime-sponsored […]

Lifetimer Daryl enjoys super exam success

Lifetime financial planner Daryl Clarke is celebrating a notable milestone in his career. Daryl (pictured) is now recognised as a Chartered Financial Planner after passing the AFPS exam. He said: “I worked very hard for this latest exam and I’m delighted that all that effort has paid off.” Many congratulations Daryl on a super success!

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Lifetime-sponsored charity golf day raises smiles – and plenty of cash – for Barnsley Hospice

Once again the Lifetime-sponsored Barnsley Hospice Golf Day proved to be a smash hit – with £5,560 being raised for a tremendous cause. Silkstone Golf Club was the superb venue for teams from all over the Barnsley borough, who revelled in the lovely, convivial atmosphere. The overall winners proved to be CK Beckett, who had former […]

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Rotherham Hospice the recipient of Lifetime referral scheme cash

Rotherham Hospice fundraiser Sharon Thompson was a welcome visitor to Lifetime on Thursday afternoon. Sharon popped along to our Barnsley headquarters to receive a cheque, for £400, generated from the highly successful Lifetime hospice referral scheme (https://www.lifetime-fm.com/lifetime-in-driffield/hospice-referral-scheme/). The cheque was presented to Sharon by our new trainee financial planners James and Charlie. Through the referral […]

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Countdown on for 2017 Lifetime-sponsored Barnsley Hospice golf day

The countdown to the 2017 Lifetime-sponsored Barnsley Hospice Golf Day is now well and truly on. The teams are gearing up to take part in the popular charity event, which is again being held at Silkstone Golf Club, on Friday, May 19 (12 noon start). As well as being the main sponsors of the event – for […]

Big birthday milestone for Lifetime director Rupert and MD Ian

Thursday, May 4th 2017. A big day in the lives of two Lifetimers. A major milestone! For today is the birthday of both director Rupert Smith and our MD Ian Dickinson (both pictured below). But it is not just ‘any old birthday’.  It is number 50 for both lovely men! Many happy returns you two! […]

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Lifetime take part in first Enterprise in Dodworth event

Lifetime were delighted participants at the first Enterprise in Dodworth event at Horizon College on Wednesday evening. Communications Director William Bottomley and Social Media Manager Andrew Lodge joined a number of other Dodworth-based businesses, local community groups, students and residents, to celebrate everything good about the village.

Buoyant Lifetime celebrate notable milestones

Lifetime is celebrating  major milestones in a journey that continues to go from strength to strength. The buoyant business, which has its headquarters in Dodworth, Barnsley but also has an office in Driffield, East Yorkshire, has reached a notable figure in clients’ funds under management. Not only that, but Lifetime has now taken 3,000 households through the company’s Truth […]

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Signs looking good for Lifetime in Driffield!

The signs are certainly looking good for Lifetime in east Yorkshire! Driffield to be precise. At our latest new offices. While we continue to have our headquarters in Barnsley, South Yorkshire, we have also now firmly established ourselves in Driffield, alongside accountants Jackson Robson. And as the following pictures show, we have put the ‘Lifetime’ touches […]

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Lifetimers delight in baking – and ‘doing something funny for money’

There was plenty of ‘Red Nose Day’ shenanigans at Lifetime HQ on Friday! ‘Spring Bakes’ and ‘Bad Taste Fancy Dress’ outfits were the order of the day as the Lifetimers raised money for Comic Relief. Here are the various ‘bakes’ produced by the Lifetimers. Fantastic effort guys and gals! The Bake Off, judged by the ‘dream […]

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Hospice fundraiser Mandie delivers Easter Bouquet – and leaves with referral scheme cheque!

Our good friends from Barnsley Hospice were welcome visitors to Lifetime on Thursday. Events Fundraiser Mandie Ibbotson had kindly popped in to drop off a charity Easter Bouquet (pictured below) – which one member of the Lifetime staff will hope to win while raising plenty of money for the hospice in the process. And before she went away, […]

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Lifetime team ‘blown away’ by inspirational Webmart chief Simon

The Lifetime team were left buzzing by a quite inspirational visitor on Monday afternoon! Webmart CEO Simon Biltcliffe had been invited to come and talk to the Lifetimers about his own personal and professional journey, and the right culture a company should be looking to live by. And what a talk it was! The staff were blown […]

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Tasty treats to be had at Lifetime Pancake Day!

The newly-established Lifetime social team came up trumps when they suggested a special ‘Shrove Tuesday’ event. Their idea of a ‘Pancake Lunch’ at Lifetime House proved a roaring success – with tasty treats leading to plenty of fun…….and full bellies! The Lifetimers took turns in making their own pancakes on a hot plate, before adding their preferred toppings.

Lifetimer Tracy chalks up notable exam success

Lifetimer Tracy Ward has chalked up a notable exam success. Tracy, who is currently studying to be a financial planner with the company, has passed her latest exam, the AMA Unit, and achieved DipMAP status! Well done Tracy!  

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Episode 25 of Lifetime’s Desert Island Discs – featuring Wrap Administrator Amy Brown

Desert Island Discs: Episode 25, Wrap Administrator Amy Brown: There are so many songs I could have chosen for my Desert Island Discs! It has taken me a long time to choose just eight, but here they are:   Disc One: Common People – Pulp This song takes me back to my childhood camping and caravanning days with my […]

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Desert Island Discs: Amy Brown

Desert Island Discs: Featuring Wrap Administrator Amy Brown: There are so many songs I could have chosen for my Desert Island Discs! It has taken me a long time to choose just eight, but here they are:   Disc One: Common People – Pulp This song takes me back to my childhood camping and caravanning days with my parents […]

Signs are looking good for Lifetime in Driffield!

The signs are certainly looking good for Lifetime in east Yorkshire! Driffield to be precise. At our latest new offices. While we continue to have our headquarters in Barnsley, South Yorkshire, we have also now firmly established ourselves in Driffield, alongside accountants Jackson Robson. And as the pictures show, we have put the ‘Lifetime’ touches [...]

Lifetime delighted to present Rotherham Hospice with another referral scheme donation

Rotherham Hospice Corporate Fundraiser Sharon Thompson made a welcome return visit to Lifetime House on Tuesday morning. Sharon braved the wet South Yorkshire weather to make the short journey to Lifetime HQ and receive a cheque, made out to Rotherham hospice for £778.04, which had been generated by our highly successful referral scheme (https://www.lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/) New Lifetime recruits Natalie and Danny […]

Lifetime and ‘Big Questions’ video cause a buzz – and gets thumbs-up from Steve Bee!

It is always nice to be complimented, to be congratulated and encouraged for doing things a certain way. To be recognised as being on the right track. Here at Lifetime we strive to be different. Being the same as the majority of finance firms does not ‘float our boat’. Our social media policy is to […]

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Lifetimer Neil talks at Rotherham Hospice business breakfast event

Lifetime Business Development Manager Neil Hodgson was a welcome guest at Rotherham Hospice’s business breakfast event on Tuesday. Lifetime regularly present Rotherham Hospice with cheques raised from our referral scheme (https://www.lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/). Neil was invited along to talk about what we do – and why we do it – as well as explaining how we help […]

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We will always look to provide a culture of empowerment and innovation at Lifetime

Building a culture where everyone is part of a happy, vibrant, innovative and passionate team. That is what Lifetime strives to do, each and every day. And in 2017 the workplace culture is more important than ever. A person’s working hours is something that they should not fear, or dread every morning when they wake up. Employees […]

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Hospice fundraiser Mandy made up with latest Lifetime referral scheme donation

Barnsley Hospice Events Fundraiser Mandy Ibbotson was a welcome guest to Lifetime House on Thursday morning. She had popped along to chat with MD Ian Dickinson and Social Media Manager Andrew Lodge about the annual hospice golf day, an event held in May at Silkstone Golf Club and sponsored by Lifetime. But not only did […]

Lifetime ‘family’ has two new faces!

Two new faces have joined the Lifetime ‘family’. Natalie Dvelys and Daniel North (both pictured below) have joined the admin team based at Lifetime House in Great Cliffe Court, Dodworth. Welcome aboard you two!  

The beginning of a new year is a great time to make new plans – including your financial plan!

The beginning of a new year. The perfect time for new beginnings. Ideal for making new plans.And talking of plans, there is nothing more important than a financial plan! Now we know that those two words – financial plan – can strike fear into the hearts of many people who look upon money matters with […]

Passed with distinction! Lifetimer Karen thrilled with exam success

Lifetimer Karen Lodge has chalked up a notable exam success. Karen (pictured), who has operated as a Mortgage Adviser with the company, is now on her way to becoming a financial planner. As such she had to tackle the Diploma for Financial Advisers Unit 1 (Financial Services, Regulation and Ethics) – and passed with distinction! Well done Karen!

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Episode 24 of Lifetime’s Desert Island Discs – featuring Business Development Manager Peter Clarke

Desert Island Discs: Episode 24, Business Development Manager (Wealth Division) Peter Clarke: Well, here goes, my choices for Lifetime’s Desert Island Discs!   Disc One: A Night To Remember – Shalamar This was the first CD that I bought in the early 1980’s – and I still have it!   Disc Two: Trapped – Colonel Abrams This was playing […]

Joint venture opportunity backed up by glowing testimonial from accountants

Lifetime currently has a highly productive partnership with around 40 professional business organisations – including accountants and solicitors – who enjoy a worthwhile income by referring clients and contacts to us. It is a business relationship that has been tried and tested, and is working extremely well. One of the chartered accountant firms who have […]

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Wishing everyone a very Happy Christmas – and a wonderful New Year!

As we count down to Christmas Day, all the festivities, and the onset of 2017, all of us here at Lifetime would like to wish everyone a very Happy Christmas – and a wonderful New Year! The foundation of our financial management business has always been the relationships we have had with our clients. Lifetime has been built […]

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Adviser Robert named Lifetime’s Financial Santa!

Adviser Robert Bligh has been crowned Lifetime’s Financial Santa! Affable Robert (pictured below), who is normally based in our Driffield office, had popped over to our Barnsley headquarters and was soon getting involved in the pre-Christmas banter with his colleagues. But then……..he proceeded to drop the bombshell, the news that perhaps his children didn’t really […]

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Lifetime director presents St Luke’s Hospice with referral scheme cheque

The latest cheque from Lifetime’s highly successful hospice referral scheme has been handed over to Sheffield-based St Luke’s. Lifetime director Brian Skelton (right of picture below) was pleased to present St Luke’s Corporate Fundraising Co-ordinator Jack Kidder with a cheque for £641.17 at Lifetime House on Wednesday afternoon. Lifetime has now given over £24,000 to 20 […]

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Birthday milestone for Lifetime pension specialist Steve!

Lifetime came together on Wednesday afternoon to celebrate a notable birthday milestone for colleague Steve Lambarth. Pension specialist Steve is 50 next week and before the Christmas break his work-mates called him over to the Lifetime House administration room, where MD Ian Dickinson presented him a birthday card and a voucher that all the staff had collected […]

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Joint venture opportunity backed up by glowing testimonial from accountants

Lifetime currently has a highly productive partnership with around 40 professional business organisations – including accountants and solicitors – who enjoy a worthwhile income by referring clients and contacts to us. It is a business relationship that has been tried and tested, and is working extremely well. One of the chartered accountant firms who have [...]

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Lifetime client who set up ‘Fitmums and Friends’ venture proud to have received British Empire Medal

Lifetime Financial Planner Robert Bligh knows a good photo opportunity when he sees one! Robert, who is mainly based at our Driffield office in East Yorkshire, was keen to get a snapshot of client Samantha Barlow and the British Empire Medal she was given by the Queen (see picture below). Mrs Barlow, of Cottingham near […]

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Rotherham Hospice thrilled with Lifetime referral scheme!

Rotherham Hospice Corporate Fundraiser Sharon Thompson was a welcome visitor to Lifetime House on Monday. Sharon had popped along to our offices to receive monies generated by our hospice referral scheme (https://www.lifetime-fm.com/lifetime-in-the-community/hospice-referral-scheme/) She was met by our Mortgage Adviser Ken Abbott, who was delighted to present her with a cheque for £717.78 (see picture below). Lifetime […]

Moneypenny’s Mate!

In Layman’s language First things first. An introduction. I’m a man who loves words. Words=sentences=inspiration. Youthful in mind if not body. A friend of Guido’s. And sometimes referred to as Moneypenny’s mate. Plus I’m a Layman. In fact, I’m the Layman in question. This is my blog. For a kick-off, it’s the name I’m saddled […]

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Lifetime’s Pension Professionals stand out from the rest!

We believe that our team of Pension Professionals stand out from the rest. They certainly do in our new online and social media promotion of them! The Lifetime specialist pensions department is focussed on providing the best advice possible to our personal and corporate clients. The team (pictured below) has over 150 years of combined […]

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Lifetime’s Pension Professionals stand out from the rest!

We believe that our team of Pension Professionals stand out from the rest. They certainly do in our new online and social media promotion of them! The Lifetime specialist pensions department is focussed on providing the best advice possible to our personal and corporate clients. The team (pictured below) has over 150 years of combined […]

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Lifetime’s Pension Professionals stand out from the rest!

We believe that our team of Pension Professionals stand out from the rest. They certainly do in our new online and social media promotion of them! The Lifetime specialist pensions department is focussed on providing the best advice possible to our personal and corporate clients. The team (pictured below) has over 150 years of combined […]

Income tax threshold to be raised announces Chancellor Hammond in Autumn Statement

Philip Hammond today delivered his first Autumn Statement as the Conservative Government’s Chancellor of the Exchequer – and there were a number of key issues surrounding taxation and pay. Hammond revealed that the income tax threshold is to be raised to £11,500 in April 2017. It currently stands at £11,000 . The Chancellor also stated that the […]

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FCA introduces cap on early exit pension charges

The Financial Conduct Authority (FCA) has today announced its final rules on capping early exit charges for consumers eligible to access the government’s pension reforms from age 55. From 31 March 2017, early exit charges will be capped at 1% of the value of existing contract-based personal pensions, including workplace personal pensions. Early exit charges […]

Passed on Merit! Lifetimer Tracy chalks up exam success

Lifetimer Tracy Ward has chalked up a notable exam success. Tracy (pictured), who had operated as a Mortgage Adviser with the company and as such had been studying for the Diploma for Financial Advisers Unit 1 (Financial Services, Regulation and Ethics), has passed with merit. Well done Tracy!

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Joe is ‘star baker’ as he takes 2016 Lifetime charity Bake-Off crown!

The 2016 Lifetime Charity Bake-Off proved to be the toughest competition yet, with a number of terrific entries. Special judges, former Lifetimer Barbara ‘Mary Berry’ Collins, Beverley ‘Paul Hollywood’ Shapcott, who kindly took time out from maternity leave, and  and Lucie ‘Sue Perkins’ Haxby, had a very difficult time making their decision, but after what seemed […]

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Episode 23 of Lifetime’s Desert Island Discs – featuring our MD Ian Dickinson

Desert Island Discs: Episode 23, featuring our Managing Director Ian Dickinson: I am thrilled to share my selections for Lifetime’s Desert Island Discs. I have listened to hundreds of choices on the BBC radio app and they have proved a fascinating insight into the lives of some extraordinary people. In turn they also expose you […]